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Plan Name | SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | MOUNTAIN WESTERN LOG SCALING & GRADING BUREAU |
Employer identification number (EIN): | 930379111 |
NAIC Classification: | 115310 |
NAIC Description: | Support Activities for Forestry |
Additional information about MOUNTAIN WESTERN LOG SCALING & GRADING BUREAU
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2050-04-10 |
Company Identification Number: | 4900015 |
Legal Registered Office Address: |
2560 NW MEDICAL PARK DR ROSEBURG United States of America (USA) 97470 |
More information about MOUNTAIN WESTERN LOG SCALING & GRADING BUREAU
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-04-01 | KATE BONEBRAKE | 2023-12-26 | KATE BONEBRAKE | 2023-12-26 |
001 | 2021-04-01 | KATE BONEBRAKE | 2023-01-13 | KATE BONEBRAKE | 2023-01-13 |
001 | 2020-04-01 | KATE BONEBRAKE | 2021-11-10 | KATE BONEBRAKE | 2021-11-10 |
001 | 2019-04-01 | KATE BONEBRAKE | 2020-12-30 | KATE BONEBRAKE | 2020-12-30 |
001 | 2019-04-01 | KATE BONEBRAKE | 2020-12-30 | KATE BONEBRAKE | 2020-12-30 |
001 | 2018-04-01 | KATE BONEBRAKE | 2019-12-18 | KATE BONEBRAKE | 2019-12-18 |
001 | 2017-04-01 | KATE BONEBRAKE | 2019-01-03 | KATE BONEBRAKE | 2019-01-03 |
001 | 2016-04-01 | RICK STOUTENBURGH | 2017-12-26 | RICK STOUTENBURGH | 2017-12-26 |
001 | 2015-04-01 | RICK STOUTENBURGH | 2016-12-28 | RICK STOUTENBURGH | 2016-12-28 |
001 | 2014-04-01 | RICK STOUTENBURGH | RICK STOUTENBURGH | 2015-12-31 | |
001 | 2013-04-01 | RICK STOUTENBURGH | RICK STOUTENBURGH | 2015-01-07 | |
001 | 2012-04-01 | RICK STOUTENBURGH | RICK STOUTENBURGH | 2014-01-07 | |
001 | 2011-04-01 | RICK STOUTENBURGH | RICK STOUTENBURGH | 2013-01-11 | |
001 | 2009-04-01 | RICK STOUTENBURGH | RICK STOUTENBURGH | 2011-01-14 |
Measure | Date | Value |
---|---|---|
2023: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2023 401k membership | ||
Market value of plan assets | 2023-03-31 | 2,683,774 |
Acturial value of plan assets | 2023-03-31 | 2,592,152 |
Funding target for retired participants and beneficiaries receiving payment | 2023-03-31 | 1,140,633 |
Number of terminated vested participants | 2023-03-31 | 27 |
Fundng target for terminated vested participants | 2023-03-31 | 1,047,463 |
Active participant vested funding target | 2023-03-31 | 397,440 |
Number of active participants | 2023-03-31 | 15 |
Total funding liabilities for active participants | 2023-03-31 | 397,440 |
Total participant count | 2023-03-31 | 60 |
Total funding target for all participants | 2023-03-31 | 2,585,536 |
Balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-03-31 | 0 |
Amount remaining of carryover balance | 2023-03-31 | 0 |
Amount remaining of prefunding balance | 2023-03-31 | 0 |
Present value of excess contributions | 2023-03-31 | 7,709 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-03-31 | 8,138 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-03-31 | 0 |
Balance of carryovers at beginning of current year | 2023-03-31 | 0 |
Balance of prefunding at beginning of current year | 2023-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2023-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-03-31 | 4,500 |
Net shortfall amortization installment of oustanding balance | 2023-03-31 | 0 |
Waiver amortization installment | 2023-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Additional cash requirement | 2023-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for all years | 2023-03-31 | 0 |
2022: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-03-31 | 2,656,686 |
Acturial value of plan assets | 2022-03-31 | 2,443,225 |
Funding target for retired participants and beneficiaries receiving payment | 2022-03-31 | 1,176,626 |
Number of terminated vested participants | 2022-03-31 | 25 |
Fundng target for terminated vested participants | 2022-03-31 | 871,402 |
Active participant vested funding target | 2022-03-31 | 493,843 |
Number of active participants | 2022-03-31 | 17 |
Total funding liabilities for active participants | 2022-03-31 | 493,843 |
Total participant count | 2022-03-31 | 61 |
Total funding target for all participants | 2022-03-31 | 2,541,871 |
Balance at beginning of prior year after applicable adjustments | 2022-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-03-31 | 0 |
Amount remaining of carryover balance | 2022-03-31 | 0 |
Amount remaining of prefunding balance | 2022-03-31 | 0 |
Present value of excess contributions | 2022-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-03-31 | 0 |
Balance of carryovers at beginning of current year | 2022-03-31 | 0 |
Balance of prefunding at beginning of current year | 2022-03-31 | 0 |
Total employer contributions | 2022-03-31 | 32,363 |
Total employee contributions | 2022-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-03-31 | 30,907 |
Unpaid minimum required contributions for all prior years | 2022-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-03-31 | 14,000 |
Net shortfall amortization installment of oustanding balance | 2022-03-31 | 98,646 |
Waiver amortization installment | 2022-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-03-31 | 23,198 |
Carryover balance elected to use to offset funding requirement | 2022-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-03-31 | 0 |
Additional cash requirement | 2022-03-31 | 23,198 |
Contributions allocatedtoward minimum required contributions for current year | 2022-03-31 | 30,907 |
Unpaid minimum required contributions for current year | 2022-03-31 | 0 |
Unpaid minimum required contributions for all years | 2022-03-31 | 0 |
2021: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-03-31 | 2,746,755 |
Acturial value of plan assets | 2021-03-31 | 2,811,020 |
Funding target for retired participants and beneficiaries receiving payment | 2021-03-31 | 1,231,509 |
Number of terminated vested participants | 2021-03-31 | 29 |
Fundng target for terminated vested participants | 2021-03-31 | 1,121,283 |
Active participant vested funding target | 2021-03-31 | 614,775 |
Number of active participants | 2021-03-31 | 18 |
Total funding liabilities for active participants | 2021-03-31 | 614,775 |
Total participant count | 2021-03-31 | 66 |
Total funding target for all participants | 2021-03-31 | 2,967,567 |
Balance at beginning of prior year after applicable adjustments | 2021-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-03-31 | 0 |
Amount remaining of carryover balance | 2021-03-31 | 0 |
Amount remaining of prefunding balance | 2021-03-31 | 0 |
Present value of excess contributions | 2021-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-03-31 | 0 |
Balance of carryovers at beginning of current year | 2021-03-31 | 0 |
Balance of prefunding at beginning of current year | 2021-03-31 | 0 |
Total employer contributions | 2021-03-31 | 32,160 |
Total employee contributions | 2021-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-03-31 | 31,090 |
Unpaid minimum required contributions for all prior years | 2021-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-03-31 | 1,000 |
Net shortfall amortization installment of oustanding balance | 2021-03-31 | 156,547 |
Waiver amortization installment | 2021-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-03-31 | 31,090 |
Carryover balance elected to use to offset funding requirement | 2021-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-03-31 | 0 |
Additional cash requirement | 2021-03-31 | 31,090 |
Contributions allocatedtoward minimum required contributions for current year | 2021-03-31 | 31,090 |
Unpaid minimum required contributions for current year | 2021-03-31 | 0 |
Unpaid minimum required contributions for all years | 2021-03-31 | 0 |
2020: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-03-31 | 2,843,144 |
Acturial value of plan assets | 2020-03-31 | 2,852,754 |
Funding target for retired participants and beneficiaries receiving payment | 2020-03-31 | 1,087,043 |
Number of terminated vested participants | 2020-03-31 | 34 |
Fundng target for terminated vested participants | 2020-03-31 | 1,245,397 |
Active participant vested funding target | 2020-03-31 | 675,416 |
Number of active participants | 2020-03-31 | 18 |
Total funding liabilities for active participants | 2020-03-31 | 675,416 |
Total participant count | 2020-03-31 | 70 |
Total funding target for all participants | 2020-03-31 | 3,007,856 |
Balance at beginning of prior year after applicable adjustments | 2020-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-03-31 | 0 |
Amount remaining of carryover balance | 2020-03-31 | 0 |
Amount remaining of prefunding balance | 2020-03-31 | 0 |
Present value of excess contributions | 2020-03-31 | 52 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-03-31 | 55 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-03-31 | 0 |
Balance of carryovers at beginning of current year | 2020-03-31 | 0 |
Balance of prefunding at beginning of current year | 2020-03-31 | 0 |
Total employer contributions | 2020-03-31 | 34,027 |
Total employee contributions | 2020-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-03-31 | 32,068 |
Unpaid minimum required contributions for all prior years | 2020-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-03-31 | 5,400 |
Net shortfall amortization installment of oustanding balance | 2020-03-31 | 155,102 |
Waiver amortization installment | 2020-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-03-31 | 32,068 |
Carryover balance elected to use to offset funding requirement | 2020-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-03-31 | 0 |
Additional cash requirement | 2020-03-31 | 32,068 |
Contributions allocatedtoward minimum required contributions for current year | 2020-03-31 | 32,068 |
Unpaid minimum required contributions for current year | 2020-03-31 | 0 |
Unpaid minimum required contributions for all years | 2020-03-31 | 0 |
2019: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-03-31 | 3,390,867 |
Acturial value of plan assets | 2019-03-31 | 3,310,022 |
Funding target for retired participants and beneficiaries receiving payment | 2019-03-31 | 1,068,026 |
Number of terminated vested participants | 2019-03-31 | 37 |
Fundng target for terminated vested participants | 2019-03-31 | 1,356,894 |
Active participant vested funding target | 2019-03-31 | 960,654 |
Number of active participants | 2019-03-31 | 21 |
Total funding liabilities for active participants | 2019-03-31 | 960,654 |
Total participant count | 2019-03-31 | 76 |
Total funding target for all participants | 2019-03-31 | 3,385,574 |
Balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-03-31 | 0 |
Amount remaining of carryover balance | 2019-03-31 | 0 |
Amount remaining of prefunding balance | 2019-03-31 | 0 |
Present value of excess contributions | 2019-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-03-31 | 0 |
Balance of carryovers at beginning of current year | 2019-03-31 | 0 |
Balance of prefunding at beginning of current year | 2019-03-31 | 0 |
Total employer contributions | 2019-03-31 | 20,698 |
Total employee contributions | 2019-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-03-31 | 18,886 |
Unpaid minimum required contributions for all prior years | 2019-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-03-31 | 6,500 |
Net shortfall amortization installment of oustanding balance | 2019-03-31 | 75,552 |
Waiver amortization installment | 2019-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-03-31 | 18,834 |
Carryover balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Additional cash requirement | 2019-03-31 | 18,834 |
Contributions allocatedtoward minimum required contributions for current year | 2019-03-31 | 18,886 |
Unpaid minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for all years | 2019-03-31 | 0 |
2018: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-03-31 | 3,381,201 |
Acturial value of plan assets | 2018-03-31 | 3,384,270 |
Funding target for retired participants and beneficiaries receiving payment | 2018-03-31 | 1,023,798 |
Number of terminated vested participants | 2018-03-31 | 38 |
Fundng target for terminated vested participants | 2018-03-31 | 1,304,743 |
Active participant vested funding target | 2018-03-31 | 962,584 |
Number of active participants | 2018-03-31 | 22 |
Total funding liabilities for active participants | 2018-03-31 | 962,584 |
Total participant count | 2018-03-31 | 77 |
Total funding target for all participants | 2018-03-31 | 3,291,125 |
Balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-03-31 | 0 |
Amount remaining of carryover balance | 2018-03-31 | 0 |
Amount remaining of prefunding balance | 2018-03-31 | 0 |
Present value of excess contributions | 2018-03-31 | 123,427 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-03-31 | 130,956 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-03-31 | 0 |
Balance of carryovers at beginning of current year | 2018-03-31 | 0 |
Balance of prefunding at beginning of current year | 2018-03-31 | 0 |
Total employer contributions | 2018-03-31 | 0 |
Total employee contributions | 2018-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-03-31 | 4,000 |
Net shortfall amortization installment of oustanding balance | 2018-03-31 | 0 |
Waiver amortization installment | 2018-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Additional cash requirement | 2018-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-03-31 | 0 |
Unpaid minimum required contributions for current year | 2018-03-31 | 0 |
Unpaid minimum required contributions for all years | 2018-03-31 | 0 |
2017: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-03-31 | 3,354,595 |
Acturial value of plan assets | 2017-03-31 | 3,522,996 |
Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 920,654 |
Number of terminated vested participants | 2017-03-31 | 39 |
Fundng target for terminated vested participants | 2017-03-31 | 1,268,292 |
Active participant vested funding target | 2017-03-31 | 1,233,685 |
Number of active participants | 2017-03-31 | 27 |
Total funding liabilities for active participants | 2017-03-31 | 1,233,685 |
Total participant count | 2017-03-31 | 82 |
Total funding target for all participants | 2017-03-31 | 3,422,631 |
Balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-03-31 | 0 |
Amount remaining of carryover balance | 2017-03-31 | 0 |
Amount remaining of prefunding balance | 2017-03-31 | 0 |
Present value of excess contributions | 2017-03-31 | 236,389 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 251,282 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 0 |
Balance of carryovers at beginning of current year | 2017-03-31 | 0 |
Balance of prefunding at beginning of current year | 2017-03-31 | 0 |
Total employer contributions | 2017-03-31 | 126,000 |
Total employee contributions | 2017-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 123,427 |
Unpaid minimum required contributions for all prior years | 2017-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-03-31 | 4,500 |
Net shortfall amortization installment of oustanding balance | 2017-03-31 | 0 |
Waiver amortization installment | 2017-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Additional cash requirement | 2017-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 123,427 |
Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
Unpaid minimum required contributions for all years | 2017-03-31 | 0 |
2014: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-04-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 32 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 43 |
Total of all active and inactive participants | 2014-04-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 2 |
Total participants | 2014-04-01 | 92 |
Number of participants with account balances | 2014-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
2013: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-04-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 47 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 54 |
Total of all active and inactive participants | 2013-04-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 2 |
Total participants | 2013-04-01 | 116 |
Number of participants with account balances | 2013-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
2012: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-04-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 52 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 57 |
Total of all active and inactive participants | 2012-04-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 1 |
Total participants | 2012-04-01 | 121 |
Number of participants with account balances | 2012-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
2011: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-04-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 59 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 60 |
Total of all active and inactive participants | 2011-04-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 1 |
Total participants | 2011-04-01 | 129 |
Number of participants with account balances | 2011-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
2009: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-04-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 75 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 63 |
Total of all active and inactive participants | 2009-04-01 | 142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 1 |
Total participants | 2009-04-01 | 143 |
Number of participants with account balances | 2009-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 1 |
Measure | Date | Value |
---|---|---|
2015 : SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2015-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-03-31 | $0 |
Total transfer of assets to this plan | 2015-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Expenses. Interest paid | 2015-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-03-31 | $0 |
Total income from all sources (including contributions) | 2015-03-31 | $630,447 |
Total loss/gain on sale of assets | 2015-03-31 | $0 |
Total of all expenses incurred | 2015-03-31 | $1,221,841 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $1,217,682 |
Value of total corrective distributions | 2015-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $289,800 |
Value of total assets at end of year | 2015-03-31 | $3,917,099 |
Value of total assets at beginning of year | 2015-03-31 | $4,508,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $4,159 |
Total income from rents | 2015-03-31 | $0 |
Total interest from all sources | 2015-03-31 | $46,213 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $0 |
Administrative expenses professional fees incurred | 2015-03-31 | $0 |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2015-03-31 | $0 |
Contributions received from participants | 2015-03-31 | $0 |
Participant contributions at end of year | 2015-03-31 | $0 |
Participant contributions at beginning of year | 2015-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-03-31 | $0 |
Other income not declared elsewhere | 2015-03-31 | $0 |
Administrative expenses (other) incurred | 2015-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-03-31 | $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 | 2015-03-31 | No |
Income. Non cash contributions | 2015-03-31 | $0 |
Value of net income/loss | 2015-03-31 | $-591,394 |
Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $3,917,099 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $4,508,493 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-03-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-03-31 | $0 |
Investment advisory and management fees | 2015-03-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2015-03-31 | $2,831,032 |
Value of interest in pooled separate accounts at beginning of year | 2015-03-31 | $3,246,078 |
Income. Interest from loans (other than to participants) | 2015-03-31 | $0 |
Interest earned on other investments | 2015-03-31 | $0 |
Income. Interest from US Government securities | 2015-03-31 | $0 |
Income. Interest from corporate debt instruments | 2015-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $1,086,067 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $1,164,415 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $1,164,415 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-03-31 | $46,213 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-03-31 | $294,434 |
Net investment gain or loss from common/collective trusts | 2015-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2015-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $289,800 |
Employer contributions (assets) at end of year | 2015-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-03-31 | $98,000 |
Income. Dividends from preferred stock | 2015-03-31 | $0 |
Income. Dividends from common stock | 2015-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $1,217,682 |
Contract administrator fees | 2015-03-31 | $4,159 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-03-31 | $0 |
Did the plan have assets held for investment | 2015-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Aggregate proceeds on sale of assets | 2015-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
Accountancy firm name | 2015-03-31 | WICKS EMMETT |
Accountancy firm EIN | 2015-03-31 | 930718861 |
2014 : SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-03-31 | $0 |
Total transfer of assets to this plan | 2014-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Expenses. Interest paid | 2014-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-03-31 | $0 |
Total income from all sources (including contributions) | 2014-03-31 | $996,769 |
Total loss/gain on sale of assets | 2014-03-31 | $0 |
Total of all expenses incurred | 2014-03-31 | $500,545 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $496,303 |
Value of total corrective distributions | 2014-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $466,400 |
Value of total assets at end of year | 2014-03-31 | $4,508,493 |
Value of total assets at beginning of year | 2014-03-31 | $4,012,269 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $4,242 |
Total income from rents | 2014-03-31 | $0 |
Total interest from all sources | 2014-03-31 | $50,947 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $0 |
Administrative expenses professional fees incurred | 2014-03-31 | $0 |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2014-03-31 | $0 |
Contributions received from participants | 2014-03-31 | $0 |
Participant contributions at end of year | 2014-03-31 | $0 |
Participant contributions at beginning of year | 2014-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-03-31 | $0 |
Other income not declared elsewhere | 2014-03-31 | $0 |
Administrative expenses (other) incurred | 2014-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-03-31 | $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 | 2014-03-31 | No |
Income. Non cash contributions | 2014-03-31 | $0 |
Value of net income/loss | 2014-03-31 | $496,224 |
Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $4,508,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $4,012,269 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2014-03-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2014-03-31 | $0 |
Investment advisory and management fees | 2014-03-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2014-03-31 | $3,246,078 |
Value of interest in pooled separate accounts at beginning of year | 2014-03-31 | $2,752,264 |
Income. Interest from loans (other than to participants) | 2014-03-31 | $0 |
Interest earned on other investments | 2014-03-31 | $0 |
Income. Interest from US Government securities | 2014-03-31 | $0 |
Income. Interest from corporate debt instruments | 2014-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $1,164,415 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $1,246,687 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $1,246,687 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-03-31 | $50,947 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-03-31 | $479,422 |
Net investment gain or loss from common/collective trusts | 2014-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Contributions received in cash from employer | 2014-03-31 | $466,400 |
Employer contributions (assets) at end of year | 2014-03-31 | $98,000 |
Employer contributions (assets) at beginning of year | 2014-03-31 | $13,318 |
Income. Dividends from preferred stock | 2014-03-31 | $0 |
Income. Dividends from common stock | 2014-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $496,303 |
Contract administrator fees | 2014-03-31 | $4,242 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-03-31 | $0 |
Did the plan have assets held for investment | 2014-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Aggregate proceeds on sale of assets | 2014-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
Accountancy firm name | 2014-03-31 | WICKS EMMETT LLP, |
Accountancy firm EIN | 2014-03-31 | 930718861 |
2013 : SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-03-31 | $0 |
Total transfer of assets to this plan | 2013-03-31 | $0 |
Total transfer of assets from this plan | 2013-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Expenses. Interest paid | 2013-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-03-31 | $0 |
Total income from all sources (including contributions) | 2013-03-31 | $799,424 |
Total loss/gain on sale of assets | 2013-03-31 | $0 |
Total of all expenses incurred | 2013-03-31 | $554,380 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $550,052 |
Value of total corrective distributions | 2013-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $420,518 |
Value of total assets at end of year | 2013-03-31 | $4,012,269 |
Value of total assets at beginning of year | 2013-03-31 | $3,767,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $4,328 |
Total income from rents | 2013-03-31 | $0 |
Total interest from all sources | 2013-03-31 | $55,541 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $0 |
Administrative expenses professional fees incurred | 2013-03-31 | $0 |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2013-03-31 | $0 |
Contributions received from participants | 2013-03-31 | $0 |
Participant contributions at end of year | 2013-03-31 | $0 |
Participant contributions at beginning of year | 2013-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-03-31 | $0 |
Other income not declared elsewhere | 2013-03-31 | $0 |
Administrative expenses (other) incurred | 2013-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-03-31 | $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 | 2013-03-31 | No |
Income. Non cash contributions | 2013-03-31 | $0 |
Value of net income/loss | 2013-03-31 | $245,044 |
Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $4,012,269 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $3,767,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-03-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-03-31 | $0 |
Investment advisory and management fees | 2013-03-31 | $3,000 |
Value of interest in pooled separate accounts at end of year | 2013-03-31 | $2,752,264 |
Value of interest in pooled separate accounts at beginning of year | 2013-03-31 | $2,433,787 |
Income. Interest from loans (other than to participants) | 2013-03-31 | $0 |
Interest earned on other investments | 2013-03-31 | $0 |
Income. Interest from US Government securities | 2013-03-31 | $0 |
Income. Interest from corporate debt instruments | 2013-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $1,246,687 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $1,333,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $1,333,438 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-03-31 | $55,541 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-03-31 | $323,365 |
Net investment gain or loss from common/collective trusts | 2013-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2013-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Contributions received in cash from employer | 2013-03-31 | $420,518 |
Employer contributions (assets) at end of year | 2013-03-31 | $13,318 |
Employer contributions (assets) at beginning of year | 2013-03-31 | $0 |
Income. Dividends from preferred stock | 2013-03-31 | $0 |
Income. Dividends from common stock | 2013-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $550,052 |
Contract administrator fees | 2013-03-31 | $1,328 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-03-31 | $0 |
Did the plan have assets held for investment | 2013-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Aggregate proceeds on sale of assets | 2013-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
Accountancy firm name | 2013-03-31 | WICKS EMMETT |
Accountancy firm EIN | 2013-03-31 | 930718861 |
2012 : SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-03-31 | $0 |
Total transfer of assets to this plan | 2012-03-31 | $0 |
Total transfer of assets from this plan | 2012-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Expenses. Interest paid | 2012-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-03-31 | $0 |
Total income from all sources (including contributions) | 2012-03-31 | $591,665 |
Total loss/gain on sale of assets | 2012-03-31 | $0 |
Total of all expenses incurred | 2012-03-31 | $342,785 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $338,363 |
Value of total corrective distributions | 2012-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $360,000 |
Value of total assets at end of year | 2012-03-31 | $3,767,225 |
Value of total assets at beginning of year | 2012-03-31 | $3,518,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $4,422 |
Total income from rents | 2012-03-31 | $0 |
Total interest from all sources | 2012-03-31 | $56,793 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-03-31 | $0 |
Administrative expenses professional fees incurred | 2012-03-31 | $0 |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2012-03-31 | $0 |
Contributions received from participants | 2012-03-31 | $0 |
Participant contributions at end of year | 2012-03-31 | $0 |
Participant contributions at beginning of year | 2012-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-03-31 | $0 |
Other income not declared elsewhere | 2012-03-31 | $0 |
Administrative expenses (other) incurred | 2012-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-03-31 | $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 | 2012-03-31 | No |
Income. Non cash contributions | 2012-03-31 | $0 |
Value of net income/loss | 2012-03-31 | $248,880 |
Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $3,767,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $3,518,345 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-03-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-03-31 | $0 |
Investment advisory and management fees | 2012-03-31 | $1,422 |
Value of interest in pooled separate accounts at end of year | 2012-03-31 | $2,433,787 |
Value of interest in pooled separate accounts at beginning of year | 2012-03-31 | $1,789,618 |
Income. Interest from loans (other than to participants) | 2012-03-31 | $0 |
Interest earned on other investments | 2012-03-31 | $0 |
Income. Interest from US Government securities | 2012-03-31 | $0 |
Income. Interest from corporate debt instruments | 2012-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $1,333,438 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $1,428,727 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $1,428,727 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-03-31 | $56,793 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-03-31 | $174,872 |
Net investment gain or loss from common/collective trusts | 2012-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2012-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Contributions received in cash from employer | 2012-03-31 | $360,000 |
Employer contributions (assets) at end of year | 2012-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-03-31 | $300,000 |
Income. Dividends from preferred stock | 2012-03-31 | $0 |
Income. Dividends from common stock | 2012-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $338,363 |
Contract administrator fees | 2012-03-31 | $3,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-03-31 | $0 |
Did the plan have assets held for investment | 2012-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Aggregate proceeds on sale of assets | 2012-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Qualified |
Accountancy firm name | 2012-03-31 | WICKS EMMETT LLP |
Accountancy firm EIN | 2012-03-31 | 930718861 |
2011 : SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-03-31 | $0 |
Total transfer of assets to this plan | 2011-03-31 | $0 |
Total transfer of assets from this plan | 2011-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Expenses. Interest paid | 2011-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-03-31 | $0 |
Total income from all sources (including contributions) | 2011-03-31 | $927,445 |
Total loss/gain on sale of assets | 2011-03-31 | $0 |
Total of all expenses incurred | 2011-03-31 | $1,460,196 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $1,455,672 |
Value of total corrective distributions | 2011-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $632,500 |
Value of total assets at end of year | 2011-03-31 | $3,518,345 |
Value of total assets at beginning of year | 2011-03-31 | $4,051,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $4,524 |
Total income from rents | 2011-03-31 | $0 |
Total interest from all sources | 2011-03-31 | $61,121 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-03-31 | $0 |
Administrative expenses professional fees incurred | 2011-03-31 | $0 |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2011-03-31 | $0 |
Contributions received from participants | 2011-03-31 | $0 |
Participant contributions at end of year | 2011-03-31 | $0 |
Participant contributions at beginning of year | 2011-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-03-31 | $0 |
Other income not declared elsewhere | 2011-03-31 | $0 |
Administrative expenses (other) incurred | 2011-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-03-31 | $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 | 2011-03-31 | No |
Income. Non cash contributions | 2011-03-31 | $0 |
Value of net income/loss | 2011-03-31 | $-532,751 |
Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $3,518,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $4,051,096 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-03-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-03-31 | $0 |
Investment advisory and management fees | 2011-03-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2011-03-31 | $1,789,618 |
Value of interest in pooled separate accounts at beginning of year | 2011-03-31 | $2,315,165 |
Income. Interest from loans (other than to participants) | 2011-03-31 | $0 |
Interest earned on other investments | 2011-03-31 | $0 |
Income. Interest from US Government securities | 2011-03-31 | $0 |
Income. Interest from corporate debt instruments | 2011-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $1,428,727 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $1,530,434 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $1,530,434 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-03-31 | $61,121 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-03-31 | $233,824 |
Net investment gain or loss from common/collective trusts | 2011-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2011-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Contributions received in cash from employer | 2011-03-31 | $632,500 |
Employer contributions (assets) at end of year | 2011-03-31 | $300,000 |
Employer contributions (assets) at beginning of year | 2011-03-31 | $205,497 |
Income. Dividends from preferred stock | 2011-03-31 | $0 |
Income. Dividends from common stock | 2011-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $1,455,672 |
Contract administrator fees | 2011-03-31 | $4,524 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-03-31 | $0 |
Did the plan have assets held for investment | 2011-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Aggregate proceeds on sale of assets | 2011-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
Accountancy firm name | 2011-03-31 | WICKS EMMETT LLP |
Accountancy firm EIN | 2011-03-31 | 930718861 |
2010 : SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
2014: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2014 form 5500 responses | ||
---|---|---|
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | Yes |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2013: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2013 form 5500 responses | ||
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | Yes |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2012: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2012 form 5500 responses | ||
2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | Yes |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2011: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2011 form 5500 responses | ||
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | Yes |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | Yes |
2011-04-01 | Plan funding arrangement – Insurance | Yes |
2011-04-01 | Plan benefit arrangement – Insurance | Yes |
2009: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2009 form 5500 responses | ||
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | Yes |
2009-04-01 | Plan funding arrangement – Insurance | Yes |
2009-04-01 | Plan benefit arrangement – Insurance | Yes |