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Plan Name | DENALI GROUP 401(K) AND PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DENALI GROUP, INC. |
Employer identification number (EIN): | 920170759 |
NAIC Classification: | 484120 |
NAIC Description: | General Freight Trucking, Long-Distance |
Additional information about DENALI GROUP, INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2005-01-25 |
Company Identification Number: | 602466727 |
Legal Registered Office Address: |
3336 GULL HARBOR RD NE OLYMPIA United States of America (USA) 98506 |
More information about DENALI GROUP, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | MICHAEL VANDERFORD | 2023-10-07 | ||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LINDA NEUMANN | |||
001 | 2016-01-01 | JEFFREY VAUGHAN | 2017-09-11 | JEFFREY VAUGHAN | 2017-09-11 |
001 | 2015-01-01 | JAMES THOMPSON | 2016-08-22 | JAMES THOMPSON | 2016-08-22 |
001 | 2014-01-01 | KIRK DICKINSON | 2015-09-29 | KIRK DICKINSON | 2015-09-29 |
001 | 2013-01-01 | JAMES THOMPSON | 2014-10-02 | JAMES THOMPSON | 2014-10-02 |
001 | 2012-01-01 | JAMES THOMPSON | 2013-08-14 | JAMES THOMPSON | 2013-08-14 |
001 | 2011-01-01 | WALT SCHLOTFELDT | 2012-07-19 | WALT SCHLOTFELDT | 2012-07-19 |
001 | 2009-01-01 | WALT SCHLOTFELDT | WALT SCHLOTFELDT | 2010-10-07 | |
001 | 2009-01-01 | JAMES THOMPSON | JAMES THOMPSON | 2010-10-12 | |
001 | 2009-01-01 | JAMES THOMPSON | JAMES THOMPSON | 2010-10-06 | |
001 | 2009-01-01 | WALT SCHLOTFELDT | WALT SCHLOTFELDT | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2021: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 33 |
Total of all active and inactive participants | 2021-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 96 |
Number of participants with account balances | 2021-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
2020: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 185 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 76 |
Total of all active and inactive participants | 2020-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 197 |
Number of participants with account balances | 2020-01-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 25 |
2019: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 57 |
Total of all active and inactive participants | 2019-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 176 |
Number of participants with account balances | 2019-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 21 |
2018: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 103 |
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 | 51 |
Total of all active and inactive participants | 2018-01-01 | 154 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 154 |
Number of participants with account balances | 2018-01-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 28 |
2017: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 72 |
Total of all active and inactive participants | 2017-01-01 | 176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 176 |
Number of participants with account balances | 2017-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 22 |
2009: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 84 |
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 | 25 |
Total of all active and inactive participants | 2009-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 109 |
Number of participants with account balances | 2009-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 17 |
Measure | Date | Value |
---|---|---|
2021 : DENALI GROUP 401(K) AND PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $25 |
Total income from all sources (including contributions) | 2021-12-31 | $1,786,661 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $606,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $557,466 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $325,822 |
Value of total assets at end of year | 2021-12-31 | $8,254,668 |
Value of total assets at beginning of year | 2021-12-31 | $7,074,629 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $49,131 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $335,158 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $335,158 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $246,714 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $4,643 |
Administrative expenses (other) incurred | 2021-12-31 | $11,881 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $25 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $75,025 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,180,064 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,254,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,074,604 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $37,250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,942,550 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,651,252 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $312,118 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $343,709 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $343,709 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,125,681 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $79,108 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $557,466 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2021-12-31 | 911301672 |
2020 : DENALI GROUP 401(K) AND PROFIT SHARING PLAN 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 | $25 |
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 | $1,127,347 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,175,312 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,135,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $444,435 |
Value of total assets at end of year | 2020-12-31 | $7,074,629 |
Value of total assets at beginning of year | 2020-12-31 | $7,122,569 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $40,180 |
Total interest from all sources | 2020-12-31 | $1,981 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $163,482 |
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 | $163,482 |
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 | $267,176 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $4,643 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $7,956 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $25 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $75,025 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-47,965 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,074,604 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,122,569 |
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 | $32,224 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,651,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,047,569 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $343,709 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,981 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $517,449 |
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 | Yes |
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 | $177,259 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $75,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,135,132 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2020-12-31 | 911301672 |
2019 : DENALI GROUP 401(K) AND PROFIT SHARING PLAN 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 | $1,666,496 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $434,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $397,810 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $389,437 |
Value of total assets at end of year | 2019-12-31 | $7,122,569 |
Value of total assets at beginning of year | 2019-12-31 | $5,890,904 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $37,021 |
Total interest from all sources | 2019-12-31 | $1,700 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $177,232 |
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 | $177,232 |
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 | Yes |
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 | $216,952 |
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 | $1,231,665 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,122,569 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,890,904 |
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 | $31,689 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,047,569 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,865,904 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,700 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,098,127 |
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 | $172,485 |
Employer contributions (assets) at end of year | 2019-12-31 | $75,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $25,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $397,810 |
Contract administrator fees | 2019-12-31 | $5,332 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
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 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2019-12-31 | 911301672 |
2018 : DENALI GROUP 401(K) AND PROFIT SHARING PLAN 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 | $-91,837 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $366,185 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $342,337 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $371,834 |
Value of total assets at end of year | 2018-12-31 | $5,890,904 |
Value of total assets at beginning of year | 2018-12-31 | $6,348,926 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $23,848 |
Total interest from all sources | 2018-12-31 | $3,226 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $188,931 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $188,931 |
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 | Yes |
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 | $236,661 |
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 | $-458,022 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,890,904 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,348,926 |
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 | $16,312 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,865,904 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,273,926 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,226 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-655,828 |
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 | $135,173 |
Employer contributions (assets) at end of year | 2018-12-31 | $25,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $75,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $342,337 |
Contract administrator fees | 2018-12-31 | $7,536 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
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 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2018-12-31 | 911301672 |
2017 : DENALI GROUP 401(K) AND PROFIT SHARING PLAN 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 | $1,559,802 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $170,517 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $163,453 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $509,283 |
Value of total assets at end of year | 2017-12-31 | $6,348,926 |
Value of total assets at beginning of year | 2017-12-31 | $4,959,641 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,064 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $150,783 |
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 | $150,783 |
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 | $250,891 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,147 |
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 | $1,389,285 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,348,926 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,959,641 |
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 | $6,273,926 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,959,641 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $899,736 |
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 | $254,245 |
Employer contributions (assets) at end of year | 2017-12-31 | $75,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $163,453 |
Contract administrator fees | 2017-12-31 | $7,064 |
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 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2017-12-31 | 911301672 |
2010 : DENALI GROUP 401(K) AND PROFIT SHARING PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $636,007 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $77,509 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $71,346 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $325,114 |
Value of total assets at end of year | 2010-12-31 | $2,631,238 |
Value of total assets at beginning of year | 2010-12-31 | $2,072,740 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,163 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $40,736 |
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 | $40,736 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $173,141 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $558,498 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,631,238 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,072,740 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,295,881 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,770,628 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $265,357 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $252,112 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $252,112 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $270,157 |
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 |
Contributions received in cash from employer | 2010-12-31 | $151,973 |
Employer contributions (assets) at end of year | 2010-12-31 | $70,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $50,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $71,346 |
Contract administrator fees | 2010-12-31 | $6,163 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | F.M. STRAND & ASSOCIATES, PC |
Accountancy firm EIN | 2010-12-31 | 920085179 |
2021: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 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: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 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: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 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: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 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 |
2009: DENALI GROUP 401(K) AND PROFIT SHARING PLAN 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 |