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Plan Name | A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | A. R. WILFLEY & SONS, INC. |
Employer identification number (EIN): | 840353820 |
NAIC Classification: | 333100 |
Additional information about A. R. WILFLEY & SONS, INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1928-01-28 |
Company Identification Number: | 19871087125 |
Legal Registered Office Address: |
7350 E Progress Pl Ste 200 Greenwood Village United States of America (USA) 80111 |
More information about A. R. WILFLEY & SONS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | JEREMY SPARLING | 2023-06-19 | JEREMY SPARLING | 2023-06-19 |
001 | 2021-01-01 | JEREMY SPARLING | 2022-06-02 | JEREMY SPARLING | 2022-06-02 |
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | JEREMY SPARLING | |||
001 | 2017-01-01 | JEREMY SPARLING | |||
001 | 2016-01-01 | JEREMY SPARLING | |||
001 | 2015-01-01 | JEREMY SPARLING | |||
001 | 2014-01-01 | TODD SHADEWALD | |||
001 | 2013-01-01 | TODD SHADEWALD | |||
001 | 2012-01-01 | TODD SHADEWALD | |||
001 | 2011-01-01 | MIKE WILFLEY | |||
001 | 2009-01-01 | MIKE WILFLEY |
Measure | Date | Value |
---|---|---|
2020: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
Total of all active and inactive participants | 2020-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 97 |
Number of participants with account balances | 2020-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 21 |
Total of all active and inactive participants | 2019-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 114 |
Number of participants with account balances | 2019-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 14 |
Total of all active and inactive participants | 2018-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 113 |
Number of participants with account balances | 2018-01-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 22 |
Total of all active and inactive participants | 2017-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 104 |
Number of participants with account balances | 2017-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 19 |
Total of all active and inactive participants | 2016-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 111 |
Number of participants with account balances | 2016-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 22 |
Total of all active and inactive participants | 2015-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 131 |
Number of participants with account balances | 2015-01-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 19 |
Total of all active and inactive participants | 2014-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 118 |
Number of participants with account balances | 2014-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 23 |
Total of all active and inactive participants | 2013-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 123 |
Number of participants with account balances | 2013-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 127 |
Number of participants with account balances | 2012-01-01 | 104 |
2011: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 15 |
Total of all active and inactive participants | 2011-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 112 |
Number of participants with account balances | 2011-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 15 |
Total of all active and inactive participants | 2009-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 108 |
Number of participants with account balances | 2009-01-01 | 96 |
Measure | Date | Value |
---|---|---|
2020 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $3,047,579 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,139,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,106,638 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $697,309 |
Value of total assets at end of year | 2020-12-31 | $14,273,625 |
Value of total assets at beginning of year | 2020-12-31 | $12,365,052 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $32,368 |
Total interest from all sources | 2020-12-31 | $13,128 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $401,571 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $401,571 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $452,497 |
Participant contributions at end of year | 2020-12-31 | $185,326 |
Participant contributions at beginning of year | 2020-12-31 | $151,739 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $26,714 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,908,573 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,273,625 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,365,052 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $24,061 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $14,088,299 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $12,213,313 |
Interest on participant loans | 2020-12-31 | $13,128 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,935,571 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $218,098 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,106,638 |
Contract administrator fees | 2020-12-31 | $8,307 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $3,234,213 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,773,680 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,743,267 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,086,807 |
Value of total assets at end of year | 2019-12-31 | $12,365,052 |
Value of total assets at beginning of year | 2019-12-31 | $10,904,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,413 |
Total interest from all sources | 2019-12-31 | $10,810 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $524,121 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $524,121 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $515,591 |
Participant contributions at end of year | 2019-12-31 | $151,739 |
Participant contributions at beginning of year | 2019-12-31 | $128,416 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $345,967 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,460,533 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,365,052 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,904,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $23,499 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,213,313 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,776,103 |
Interest on participant loans | 2019-12-31 | $10,810 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,612,475 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $225,249 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,743,267 |
Contract administrator fees | 2019-12-31 | $6,914 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $204,584 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,427,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,415,949 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $671,753 |
Value of total assets at end of year | 2018-12-31 | $10,904,519 |
Value of total assets at beginning of year | 2018-12-31 | $12,127,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $11,454 |
Total interest from all sources | 2018-12-31 | $8,421 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $729,711 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $2,425 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $460,175 |
Participant contributions at end of year | 2018-12-31 | $128,416 |
Participant contributions at beginning of year | 2018-12-31 | $151,680 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $19,994 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,222,819 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,904,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,127,338 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $9,029 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,776,103 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,975,658 |
Interest on participant loans | 2018-12-31 | $8,421 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,205,301 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $191,584 |
Income. Dividends from common stock | 2018-12-31 | $729,711 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,415,949 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,546,021 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,723,679 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,721,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $634,570 |
Value of total assets at end of year | 2017-12-31 | $12,127,338 |
Value of total assets at beginning of year | 2017-12-31 | $11,304,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,288 |
Total interest from all sources | 2017-12-31 | $9,020 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $508,243 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $508,243 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $381,799 |
Participant contributions at end of year | 2017-12-31 | $151,680 |
Participant contributions at beginning of year | 2017-12-31 | $138,636 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $67,455 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $822,342 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,127,338 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,304,996 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,975,658 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,166,360 |
Interest on participant loans | 2017-12-31 | $9,020 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,394,188 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $185,316 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,721,391 |
Contract administrator fees | 2017-12-31 | $2,288 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,436,650 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,777,949 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,774,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $602,299 |
Value of total assets at end of year | 2016-12-31 | $11,304,996 |
Value of total assets at beginning of year | 2016-12-31 | $11,646,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,364 |
Total interest from all sources | 2016-12-31 | $9,201 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $419,897 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $419,897 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $398,254 |
Participant contributions at end of year | 2016-12-31 | $138,636 |
Participant contributions at beginning of year | 2016-12-31 | $203,940 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-341,299 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,304,996 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,646,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $11,166,360 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,442,355 |
Interest on participant loans | 2016-12-31 | $9,201 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $405,253 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $204,045 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,774,585 |
Contract administrator fees | 2016-12-31 | $3,364 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $691,078 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $204,880 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $202,045 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $617,230 |
Value of total assets at end of year | 2015-12-31 | $11,646,295 |
Value of total assets at beginning of year | 2015-12-31 | $11,160,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,835 |
Total interest from all sources | 2015-12-31 | $11,403 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $678,412 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $678,412 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $410,799 |
Participant contributions at end of year | 2015-12-31 | $203,940 |
Participant contributions at beginning of year | 2015-12-31 | $168,237 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $486,198 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $11,646,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,160,097 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,442,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,991,860 |
Interest on participant loans | 2015-12-31 | $11,403 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-615,967 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $206,431 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $202,045 |
Contract administrator fees | 2015-12-31 | $2,835 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,334,197 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,780,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,777,892 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $547,957 |
Value of total assets at end of year | 2014-12-31 | $11,160,097 |
Value of total assets at beginning of year | 2014-12-31 | $11,606,165 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,373 |
Total interest from all sources | 2014-12-31 | $19,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $685,822 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $685,822 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $367,098 |
Participant contributions at end of year | 2014-12-31 | $168,237 |
Participant contributions at beginning of year | 2014-12-31 | $170,926 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-446,068 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,160,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,606,165 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $10,991,860 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,435,239 |
Interest on participant loans | 2014-12-31 | $19,706 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $80,712 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $180,859 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,777,892 |
Contract administrator fees | 2014-12-31 | $2,373 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,714,036 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,253,958 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,250,437 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $599,983 |
Value of total assets at end of year | 2013-12-31 | $11,606,165 |
Value of total assets at beginning of year | 2013-12-31 | $10,146,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,521 |
Total interest from all sources | 2013-12-31 | $9,376 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $496,897 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $496,897 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $393,753 |
Participant contributions at end of year | 2013-12-31 | $170,926 |
Participant contributions at beginning of year | 2013-12-31 | $168,896 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $19,445 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,460,078 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,606,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,146,087 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,435,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,977,191 |
Interest on participant loans | 2013-12-31 | $9,376 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,607,780 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $186,785 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,250,437 |
Contract administrator fees | 2013-12-31 | $3,521 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 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 | $4,625 |
Total income from all sources (including contributions) | 2012-12-31 | $1,964,730 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,907,404 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,882,721 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $22,658 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $580,708 |
Value of total assets at end of year | 2012-12-31 | $10,146,087 |
Value of total assets at beginning of year | 2012-12-31 | $10,093,386 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,025 |
Total interest from all sources | 2012-12-31 | $11,901 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $224,590 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $224,590 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $433,039 |
Participant contributions at end of year | 2012-12-31 | $168,896 |
Participant contributions at beginning of year | 2012-12-31 | $234,757 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $12,396 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $4,625 |
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 | $57,326 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,146,087 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,088,761 |
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 | $9,977,191 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,696,818 |
Interest on participant loans | 2012-12-31 | $11,901 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,147,531 |
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 |
Contributions received in cash from employer | 2012-12-31 | $135,273 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $161,811 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,882,721 |
Contract administrator fees | 2012-12-31 | $2,025 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 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 | $4,625 |
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 | $313,017 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $503,096 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $502,091 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $570,960 |
Value of total assets at end of year | 2011-12-31 | $10,093,386 |
Value of total assets at beginning of year | 2011-12-31 | $10,278,840 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,005 |
Total interest from all sources | 2011-12-31 | $12,854 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $190,875 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $190,875 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $384,988 |
Participant contributions at end of year | 2011-12-31 | $234,757 |
Participant contributions at beginning of year | 2011-12-31 | $225,038 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $24,161 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $4,625 |
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 | $-190,079 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,088,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,278,840 |
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 | $9,696,818 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,971,135 |
Interest on participant loans | 2011-12-31 | $12,854 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $97 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $97 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-461,672 |
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 |
Contributions received in cash from employer | 2011-12-31 | $161,811 |
Employer contributions (assets) at end of year | 2011-12-31 | $161,811 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $82,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $502,091 |
Contract administrator fees | 2011-12-31 | $1,005 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2011-12-31 | 410746749 |
2010 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 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 |
Expenses. Interest paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,459,159 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,246,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,244,925 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $446,424 |
Value of total assets at end of year | 2010-12-31 | $10,278,840 |
Value of total assets at beginning of year | 2010-12-31 | $11,065,709 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,103 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $15,820 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 | $363,854 |
Participant contributions at end of year | 2010-12-31 | $225,038 |
Participant contributions at beginning of year | 2010-12-31 | $262,814 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $-786,869 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,278,840 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,065,709 |
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 |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,971,135 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,771,493 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest on participant loans | 2010-12-31 | $15,816 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $97 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $43 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $43 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $4 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $996,915 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $82,570 |
Employer contributions (assets) at end of year | 2010-12-31 | $82,570 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $31,359 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,244,925 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Contract administrator fees | 2010-12-31 | $1,103 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CLIFTON GUNDERSON, LLP |
Accountancy firm EIN | 2010-12-31 | 370802863 |
2009 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 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 |
2020: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |