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A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 401k Plan overview

Plan NameA. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE
Plan identification number 001

A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE Benefits

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

401k Sponsoring company profile

A. R. WILFLEY & SONS, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEREMY SPARLING2023-06-19 JEREMY SPARLING2023-06-19
0012021-01-01JEREMY SPARLING2022-06-02 JEREMY SPARLING2022-06-02
0012020-01-01
0012019-01-01
0012018-01-01JEREMY SPARLING
0012017-01-01JEREMY SPARLING
0012016-01-01JEREMY SPARLING
0012015-01-01JEREMY SPARLING
0012014-01-01TODD SHADEWALD
0012013-01-01TODD SHADEWALD
0012012-01-01TODD SHADEWALD
0012011-01-01MIKE WILFLEY
0012009-01-01MIKE WILFLEY

Plan Statistics for A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE

401k plan membership statisitcs for A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE

Measure Date Value
2020: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2020 401k membership
Total participants, beginning-of-year2020-01-01114
Total number of active participants reported on line 7a of the Form 55002020-01-0185
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0197
Number of participants with account balances2020-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2019 401k membership
Total participants, beginning-of-year2019-01-01121
Total number of active participants reported on line 7a of the Form 55002019-01-0193
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01114
Number of participants with account balances2019-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2018 401k membership
Total participants, beginning-of-year2018-01-01109
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01113
Number of participants with account balances2018-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2017 401k membership
Total participants, beginning-of-year2017-01-01113
Total number of active participants reported on line 7a of the Form 55002017-01-0181
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01104
Number of participants with account balances2017-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-0192
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01111
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-01109
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01131
Number of participants with account balances2015-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2014 401k membership
Total participants, beginning-of-year2014-01-01123
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01118
Number of participants with account balances2014-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2013 401k membership
Total participants, beginning-of-year2013-01-01135
Total number of active participants reported on line 7a of the Form 55002013-01-01100
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01123
Number of participants with account balances2013-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01127
Number of participants with account balances2012-01-01104
2011: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2011 401k membership
Total participants, beginning-of-year2011-01-01106
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01112
Number of participants with account balances2011-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2009 401k membership
Total participants, beginning-of-year2009-01-01117
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01108
Number of participants with account balances2009-01-0196

Financial Data on A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE

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 assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,047,579
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,139,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$14,273,625
Value of total assets at beginning of year2020-12-31$12,365,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,368
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$401,571
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$452,497
Participant contributions at end of year2020-12-31$185,326
Participant contributions at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$24,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,088,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,213,313
Interest on participant loans2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$218,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,106,638
Contract administrator fees2020-12-31$8,307
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,234,213
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,773,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$12,365,052
Value of total assets at beginning of year2019-12-31$10,904,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,413
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$524,121
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$515,591
Participant contributions at end of year2019-12-31$151,739
Participant contributions at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,213,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,776,103
Interest on participant loans2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$225,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,743,267
Contract administrator fees2019-12-31$6,914
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-12-31410746749
2018 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,427,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$10,904,519
Value of total assets at beginning of year2018-12-31$12,127,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,454
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,425
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$460,175
Participant contributions at end of year2018-12-31$128,416
Participant contributions at beginning of year2018-12-31$151,680
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
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
Investment advisory and management fees2018-12-31$9,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,776,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,975,658
Interest on participant loans2018-12-31$8,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,205,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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$191,584
Income. Dividends from common stock2018-12-31$729,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,415,949
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 name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,723,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$12,127,338
Value of total assets at beginning of year2017-12-31$11,304,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,288
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$508,243
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$381,799
Participant contributions at end of year2017-12-31$151,680
Participant contributions at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,975,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,166,360
Interest on participant loans2017-12-31$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 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$185,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,721,391
Contract administrator fees2017-12-31$2,288
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 name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,777,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$11,304,996
Value of total assets at beginning of year2016-12-31$11,646,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,364
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$419,897
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$398,254
Participant contributions at end of year2016-12-31$138,636
Participant contributions at beginning of year2016-12-31$203,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,166,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,442,355
Interest on participant loans2016-12-31$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 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$204,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,774,585
Contract administrator fees2016-12-31$3,364
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 name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$204,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$11,646,295
Value of total assets at beginning of year2015-12-31$11,160,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,835
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$678,412
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$410,799
Participant contributions at end of year2015-12-31$203,940
Participant contributions at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,442,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,991,860
Interest on participant loans2015-12-31$11,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-615,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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$206,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$202,045
Contract administrator fees2015-12-31$2,835
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 name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,780,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$11,160,097
Value of total assets at beginning of year2014-12-31$11,606,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,373
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$685,822
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$367,098
Participant contributions at end of year2014-12-31$168,237
Participant contributions at beginning of year2014-12-31$170,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,991,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,435,239
Interest on participant loans2014-12-31$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 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$180,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,777,892
Contract administrator fees2014-12-31$2,373
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 name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,253,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$11,606,165
Value of total assets at beginning of year2013-12-31$10,146,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,521
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$496,897
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$393,753
Participant contributions at end of year2013-12-31$170,926
Participant contributions at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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$11,435,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,977,191
Interest on participant loans2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$186,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,250,437
Contract administrator fees2013-12-31$3,521
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 name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,907,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,882,721
Expenses. Certain deemed distributions of participant loans2012-12-31$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 year2012-12-31$10,146,087
Value of total assets at beginning of year2012-12-31$10,093,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,025
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$224,590
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$433,039
Participant contributions at end of year2012-12-31$168,896
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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$9,977,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,696,818
Interest on participant loans2012-12-31$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 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$135,273
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$161,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,882,721
Contract administrator fees2012-12-31$2,025
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 name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$503,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$10,093,386
Value of total assets at beginning of year2011-12-31$10,278,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,005
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$190,875
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$384,988
Participant contributions at end of year2011-12-31$234,757
Participant contributions at beginning of year2011-12-31$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 year2011-12-31$4,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
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$9,696,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,971,135
Interest on participant loans2011-12-31$12,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$97
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$97
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-461,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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$161,811
Employer contributions (assets) at end of year2011-12-31$161,811
Employer contributions (assets) at beginning of year2011-12-31$82,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$502,091
Contract administrator fees2011-12-31$1,005
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 name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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 paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,459,159
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,246,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,244,925
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$446,424
Value of total assets at end of year2010-12-31$10,278,840
Value of total assets at beginning of year2010-12-31$11,065,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,103
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$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 year2010-12-31No
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 year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$363,854
Participant contributions at end of year2010-12-31$225,038
Participant contributions at beginning of year2010-12-31$262,814
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$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 year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$-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)2010-12-31No
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,971,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,771,493
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$15,816
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$97
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$43
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$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 accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$82,570
Employer contributions (assets) at end of year2010-12-31$82,570
Employer contributions (assets) at beginning of year2010-12-31$31,359
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,244,925
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$1,103
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31CLIFTON GUNDERSON, LLP
Accountancy firm EIN2010-12-31370802863
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 securities2009-12-31$0

Form 5500 Responses for A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE

2020: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: A. R. WILFLEY & SONS, INC. EMPLOYEES' PROFIT SHARING PLAN WITH 401(K) FEATURE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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