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SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 401k Plan overview

Plan NameSOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN
Plan identification number 001

SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MOUNTAIN WESTERN LOG SCALING & GRADING BUREAU has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01KATE BONEBRAKE2023-12-26 KATE BONEBRAKE2023-12-26
0012021-04-01KATE BONEBRAKE2023-01-13 KATE BONEBRAKE2023-01-13
0012020-04-01KATE BONEBRAKE2021-11-10 KATE BONEBRAKE2021-11-10
0012019-04-01KATE BONEBRAKE2020-12-30 KATE BONEBRAKE2020-12-30
0012019-04-01KATE BONEBRAKE2020-12-30 KATE BONEBRAKE2020-12-30
0012018-04-01KATE BONEBRAKE2019-12-18 KATE BONEBRAKE2019-12-18
0012017-04-01KATE BONEBRAKE2019-01-03 KATE BONEBRAKE2019-01-03
0012016-04-01RICK STOUTENBURGH2017-12-26 RICK STOUTENBURGH2017-12-26
0012015-04-01RICK STOUTENBURGH2016-12-28 RICK STOUTENBURGH2016-12-28
0012014-04-01RICK STOUTENBURGH RICK STOUTENBURGH2015-12-31
0012013-04-01RICK STOUTENBURGH RICK STOUTENBURGH2015-01-07
0012012-04-01RICK STOUTENBURGH RICK STOUTENBURGH2014-01-07
0012011-04-01RICK STOUTENBURGH RICK STOUTENBURGH2013-01-11
0012009-04-01RICK STOUTENBURGH RICK STOUTENBURGH2011-01-14

Plan Statistics for SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN

401k plan membership statisitcs for SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN

Measure Date Value
2023: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2023 401k membership
Market value of plan assets2023-03-312,683,774
Acturial value of plan assets2023-03-312,592,152
Funding target for retired participants and beneficiaries receiving payment2023-03-311,140,633
Number of terminated vested participants2023-03-3127
Fundng target for terminated vested participants2023-03-311,047,463
Active participant vested funding target2023-03-31397,440
Number of active participants2023-03-3115
Total funding liabilities for active participants2023-03-31397,440
Total participant count2023-03-3160
Total funding target for all participants2023-03-312,585,536
Balance at beginning of prior year after applicable adjustments2023-03-310
Prefunding balance at beginning of prior year after applicable adjustments2023-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-03-310
Prefunding balanced used to offset prior years funding requirement2023-03-310
Amount remaining of carryover balance2023-03-310
Amount remaining of prefunding balance2023-03-310
Present value of excess contributions2023-03-317,709
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-03-318,138
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-03-310
Reductions in caryover balances due to elections or deemed elections2023-03-310
Reductions in prefunding balances due to elections or deemed elections2023-03-310
Balance of carryovers at beginning of current year2023-03-310
Balance of prefunding at beginning of current year2023-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-03-310
Contributions made to avoid restrictions adjusted to valuation date2023-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-03-310
Unpaid minimum required contributions for all prior years2023-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-03-310
Remaining amount of unpaid minimum required contributions2023-03-310
Minimum required contributions for current year target normal cost2023-03-314,500
Net shortfall amortization installment of oustanding balance2023-03-310
Waiver amortization installment2023-03-310
Total funding amount beforereflecting carryover/prefunding balances2023-03-310
Carryover balance elected to use to offset funding requirement2023-03-310
Prefunding balance elected to use to offset funding requirement2023-03-310
Additional cash requirement2023-03-310
Contributions allocatedtoward minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for all years2023-03-310
2022: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-03-312,656,686
Acturial value of plan assets2022-03-312,443,225
Funding target for retired participants and beneficiaries receiving payment2022-03-311,176,626
Number of terminated vested participants2022-03-3125
Fundng target for terminated vested participants2022-03-31871,402
Active participant vested funding target2022-03-31493,843
Number of active participants2022-03-3117
Total funding liabilities for active participants2022-03-31493,843
Total participant count2022-03-3161
Total funding target for all participants2022-03-312,541,871
Balance at beginning of prior year after applicable adjustments2022-03-310
Prefunding balance at beginning of prior year after applicable adjustments2022-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-03-310
Prefunding balanced used to offset prior years funding requirement2022-03-310
Amount remaining of carryover balance2022-03-310
Amount remaining of prefunding balance2022-03-310
Present value of excess contributions2022-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-03-310
Reductions in caryover balances due to elections or deemed elections2022-03-310
Reductions in prefunding balances due to elections or deemed elections2022-03-310
Balance of carryovers at beginning of current year2022-03-310
Balance of prefunding at beginning of current year2022-03-310
Total employer contributions2022-03-3132,363
Total employee contributions2022-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-03-310
Contributions made to avoid restrictions adjusted to valuation date2022-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-03-3130,907
Unpaid minimum required contributions for all prior years2022-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-03-310
Remaining amount of unpaid minimum required contributions2022-03-310
Minimum required contributions for current year target normal cost2022-03-3114,000
Net shortfall amortization installment of oustanding balance2022-03-3198,646
Waiver amortization installment2022-03-310
Total funding amount beforereflecting carryover/prefunding balances2022-03-3123,198
Carryover balance elected to use to offset funding requirement2022-03-310
Prefunding balance elected to use to offset funding requirement2022-03-310
Additional cash requirement2022-03-3123,198
Contributions allocatedtoward minimum required contributions for current year2022-03-3130,907
Unpaid minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for all years2022-03-310
2021: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-03-312,746,755
Acturial value of plan assets2021-03-312,811,020
Funding target for retired participants and beneficiaries receiving payment2021-03-311,231,509
Number of terminated vested participants2021-03-3129
Fundng target for terminated vested participants2021-03-311,121,283
Active participant vested funding target2021-03-31614,775
Number of active participants2021-03-3118
Total funding liabilities for active participants2021-03-31614,775
Total participant count2021-03-3166
Total funding target for all participants2021-03-312,967,567
Balance at beginning of prior year after applicable adjustments2021-03-310
Prefunding balance at beginning of prior year after applicable adjustments2021-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-03-310
Prefunding balanced used to offset prior years funding requirement2021-03-310
Amount remaining of carryover balance2021-03-310
Amount remaining of prefunding balance2021-03-310
Present value of excess contributions2021-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-03-310
Reductions in caryover balances due to elections or deemed elections2021-03-310
Reductions in prefunding balances due to elections or deemed elections2021-03-310
Balance of carryovers at beginning of current year2021-03-310
Balance of prefunding at beginning of current year2021-03-310
Total employer contributions2021-03-3132,160
Total employee contributions2021-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-03-310
Contributions made to avoid restrictions adjusted to valuation date2021-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-03-3131,090
Unpaid minimum required contributions for all prior years2021-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-03-310
Remaining amount of unpaid minimum required contributions2021-03-310
Minimum required contributions for current year target normal cost2021-03-311,000
Net shortfall amortization installment of oustanding balance2021-03-31156,547
Waiver amortization installment2021-03-310
Total funding amount beforereflecting carryover/prefunding balances2021-03-3131,090
Carryover balance elected to use to offset funding requirement2021-03-310
Prefunding balance elected to use to offset funding requirement2021-03-310
Additional cash requirement2021-03-3131,090
Contributions allocatedtoward minimum required contributions for current year2021-03-3131,090
Unpaid minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for all years2021-03-310
2020: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-03-312,843,144
Acturial value of plan assets2020-03-312,852,754
Funding target for retired participants and beneficiaries receiving payment2020-03-311,087,043
Number of terminated vested participants2020-03-3134
Fundng target for terminated vested participants2020-03-311,245,397
Active participant vested funding target2020-03-31675,416
Number of active participants2020-03-3118
Total funding liabilities for active participants2020-03-31675,416
Total participant count2020-03-3170
Total funding target for all participants2020-03-313,007,856
Balance at beginning of prior year after applicable adjustments2020-03-310
Prefunding balance at beginning of prior year after applicable adjustments2020-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-310
Amount remaining of prefunding balance2020-03-310
Present value of excess contributions2020-03-3152
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-3155
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-310
Reductions in caryover balances due to elections or deemed elections2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-310
Balance of carryovers at beginning of current year2020-03-310
Balance of prefunding at beginning of current year2020-03-310
Total employer contributions2020-03-3134,027
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-3132,068
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-315,400
Net shortfall amortization installment of oustanding balance2020-03-31155,102
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-3132,068
Carryover balance elected to use to offset funding requirement2020-03-310
Prefunding balance elected to use to offset funding requirement2020-03-310
Additional cash requirement2020-03-3132,068
Contributions allocatedtoward minimum required contributions for current year2020-03-3132,068
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-03-313,390,867
Acturial value of plan assets2019-03-313,310,022
Funding target for retired participants and beneficiaries receiving payment2019-03-311,068,026
Number of terminated vested participants2019-03-3137
Fundng target for terminated vested participants2019-03-311,356,894
Active participant vested funding target2019-03-31960,654
Number of active participants2019-03-3121
Total funding liabilities for active participants2019-03-31960,654
Total participant count2019-03-3176
Total funding target for all participants2019-03-313,385,574
Balance at beginning of prior year after applicable adjustments2019-03-310
Prefunding balance at beginning of prior year after applicable adjustments2019-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-03-310
Prefunding balanced used to offset prior years funding requirement2019-03-310
Amount remaining of carryover balance2019-03-310
Amount remaining of prefunding balance2019-03-310
Present value of excess contributions2019-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-03-310
Reductions in caryover balances due to elections or deemed elections2019-03-310
Reductions in prefunding balances due to elections or deemed elections2019-03-310
Balance of carryovers at beginning of current year2019-03-310
Balance of prefunding at beginning of current year2019-03-310
Total employer contributions2019-03-3120,698
Total employee contributions2019-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-3118,886
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-316,500
Net shortfall amortization installment of oustanding balance2019-03-3175,552
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-3118,834
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-3118,834
Contributions allocatedtoward minimum required contributions for current year2019-03-3118,886
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-03-313,381,201
Acturial value of plan assets2018-03-313,384,270
Funding target for retired participants and beneficiaries receiving payment2018-03-311,023,798
Number of terminated vested participants2018-03-3138
Fundng target for terminated vested participants2018-03-311,304,743
Active participant vested funding target2018-03-31962,584
Number of active participants2018-03-3122
Total funding liabilities for active participants2018-03-31962,584
Total participant count2018-03-3177
Total funding target for all participants2018-03-313,291,125
Balance at beginning of prior year after applicable adjustments2018-03-310
Prefunding balance at beginning of prior year after applicable adjustments2018-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-03-310
Prefunding balanced used to offset prior years funding requirement2018-03-310
Amount remaining of carryover balance2018-03-310
Amount remaining of prefunding balance2018-03-310
Present value of excess contributions2018-03-31123,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-31130,956
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-03-310
Reductions in caryover balances due to elections or deemed elections2018-03-310
Reductions in prefunding balances due to elections or deemed elections2018-03-310
Balance of carryovers at beginning of current year2018-03-310
Balance of prefunding at beginning of current year2018-03-310
Total employer contributions2018-03-310
Total employee contributions2018-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-03-310
Contributions made to avoid restrictions adjusted to valuation date2018-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-310
Unpaid minimum required contributions for all prior years2018-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-314,000
Net shortfall amortization installment of oustanding balance2018-03-310
Waiver amortization installment2018-03-310
Total funding amount beforereflecting carryover/prefunding balances2018-03-310
Carryover balance elected to use to offset funding requirement2018-03-310
Prefunding balance elected to use to offset funding requirement2018-03-310
Additional cash requirement2018-03-310
Contributions allocatedtoward minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-03-313,354,595
Acturial value of plan assets2017-03-313,522,996
Funding target for retired participants and beneficiaries receiving payment2017-03-31920,654
Number of terminated vested participants2017-03-3139
Fundng target for terminated vested participants2017-03-311,268,292
Active participant vested funding target2017-03-311,233,685
Number of active participants2017-03-3127
Total funding liabilities for active participants2017-03-311,233,685
Total participant count2017-03-3182
Total funding target for all participants2017-03-313,422,631
Balance at beginning of prior year after applicable adjustments2017-03-310
Prefunding balance at beginning of prior year after applicable adjustments2017-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-310
Amount remaining of prefunding balance2017-03-310
Present value of excess contributions2017-03-31236,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-31251,282
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-310
Reductions in caryover balances due to elections or deemed elections2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-310
Balance of prefunding at beginning of current year2017-03-310
Total employer contributions2017-03-31126,000
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-31123,427
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-314,500
Net shortfall amortization installment of oustanding balance2017-03-310
Waiver amortization installment2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-310
Carryover balance elected to use to offset funding requirement2017-03-310
Prefunding balance elected to use to offset funding requirement2017-03-310
Additional cash requirement2017-03-310
Contributions allocatedtoward minimum required contributions for current year2017-03-31123,427
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2014: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01116
Total number of active participants reported on line 7a of the Form 55002014-04-0132
Number of retired or separated participants receiving benefits2014-04-0115
Number of other retired or separated participants entitled to future benefits2014-04-0143
Total of all active and inactive participants2014-04-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-012
Total participants2014-04-0192
Number of participants with account balances2014-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01122
Total number of active participants reported on line 7a of the Form 55002013-04-0147
Number of retired or separated participants receiving benefits2013-04-0113
Number of other retired or separated participants entitled to future benefits2013-04-0154
Total of all active and inactive participants2013-04-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-012
Total participants2013-04-01116
Number of participants with account balances2013-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01128
Total number of active participants reported on line 7a of the Form 55002012-04-0152
Number of retired or separated participants receiving benefits2012-04-0111
Number of other retired or separated participants entitled to future benefits2012-04-0157
Total of all active and inactive participants2012-04-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-011
Total participants2012-04-01121
Number of participants with account balances2012-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01134
Total number of active participants reported on line 7a of the Form 55002011-04-0159
Number of retired or separated participants receiving benefits2011-04-019
Number of other retired or separated participants entitled to future benefits2011-04-0160
Total of all active and inactive participants2011-04-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011
Total participants2011-04-01129
Number of participants with account balances2011-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2009: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01147
Total number of active participants reported on line 7a of the Form 55002009-04-0175
Number of retired or separated participants receiving benefits2009-04-014
Number of other retired or separated participants entitled to future benefits2009-04-0163
Total of all active and inactive participants2009-04-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-011
Total participants2009-04-01143
Number of participants with account balances2009-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-011

Financial Data on SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN

Measure Date Value
2015 : SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$0
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total transfer of assets to this plan2015-03-31$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 paid2015-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-03-31$0
Total income from all sources (including contributions)2015-03-31$630,447
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$1,221,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$1,217,682
Value of total corrective distributions2015-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$289,800
Value of total assets at end of year2015-03-31$3,917,099
Value of total assets at beginning of year2015-03-31$4,508,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$4,159
Total income from rents2015-03-31$0
Total interest from all sources2015-03-31$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 year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$0
Administrative expenses professional fees incurred2015-03-31$0
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Amount of non-exempt transactions with any party-in-interest2015-03-31$0
Contributions received from participants2015-03-31$0
Participant contributions at end of year2015-03-31$0
Participant contributions at beginning of year2015-03-31$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 year2015-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$0
Other income not declared elsewhere2015-03-31$0
Administrative expenses (other) incurred2015-03-31$0
Liabilities. Value of operating payables at beginning of year2015-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Income. Non cash contributions2015-03-31$0
Value of net income/loss2015-03-31$-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)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
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 year2015-03-31$0
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-03-31$0
Investment advisory and management fees2015-03-31$0
Value of interest in pooled separate accounts at end of year2015-03-31$2,831,032
Value of interest in pooled separate accounts at beginning of year2015-03-31$3,246,078
Income. Interest from loans (other than to participants)2015-03-31$0
Interest earned on other investments2015-03-31$0
Income. Interest from US Government securities2015-03-31$0
Income. Interest from corporate debt instruments2015-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$1,086,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$1,164,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$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 benefits2015-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$0
Net investment gain/loss from pooled separate accounts2015-03-31$294,434
Net investment gain or loss from common/collective trusts2015-03-31$0
Net gain/loss from 103.12 investment entities2015-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$289,800
Employer contributions (assets) at end of year2015-03-31$0
Employer contributions (assets) at beginning of year2015-03-31$98,000
Income. Dividends from preferred stock2015-03-31$0
Income. Dividends from common stock2015-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$1,217,682
Contract administrator fees2015-03-31$4,159
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$0
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$0
Aggregate carrying amount (costs) on sale of assets2015-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31WICKS EMMETT
Accountancy firm EIN2015-03-31930718861
2014 : SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$0
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total transfer of assets to this plan2014-03-31$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 paid2014-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-03-31$0
Total income from all sources (including contributions)2014-03-31$996,769
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$500,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$496,303
Value of total corrective distributions2014-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$466,400
Value of total assets at end of year2014-03-31$4,508,493
Value of total assets at beginning of year2014-03-31$4,012,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$4,242
Total income from rents2014-03-31$0
Total interest from all sources2014-03-31$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 year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$0
Administrative expenses professional fees incurred2014-03-31$0
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$2,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Amount of non-exempt transactions with any party-in-interest2014-03-31$0
Contributions received from participants2014-03-31$0
Participant contributions at end of year2014-03-31$0
Participant contributions at beginning of year2014-03-31$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 year2014-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$0
Other income not declared elsewhere2014-03-31$0
Administrative expenses (other) incurred2014-03-31$0
Liabilities. Value of operating payables at beginning of year2014-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Income. Non cash contributions2014-03-31$0
Value of net income/loss2014-03-31$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)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
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 year2014-03-31$0
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-03-31$0
Investment advisory and management fees2014-03-31$0
Value of interest in pooled separate accounts at end of year2014-03-31$3,246,078
Value of interest in pooled separate accounts at beginning of year2014-03-31$2,752,264
Income. Interest from loans (other than to participants)2014-03-31$0
Interest earned on other investments2014-03-31$0
Income. Interest from US Government securities2014-03-31$0
Income. Interest from corporate debt instruments2014-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,164,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,246,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$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 benefits2014-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$0
Net investment gain/loss from pooled separate accounts2014-03-31$479,422
Net investment gain or loss from common/collective trusts2014-03-31$0
Net gain/loss from 103.12 investment entities2014-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$466,400
Employer contributions (assets) at end of year2014-03-31$98,000
Employer contributions (assets) at beginning of year2014-03-31$13,318
Income. Dividends from preferred stock2014-03-31$0
Income. Dividends from common stock2014-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$496,303
Contract administrator fees2014-03-31$4,242
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$0
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$0
Aggregate carrying amount (costs) on sale of assets2014-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31WICKS EMMETT LLP,
Accountancy firm EIN2014-03-31930718861
2013 : SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$0
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total transfer of assets to this plan2013-03-31$0
Total transfer of assets from this plan2013-03-31$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 paid2013-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-03-31$0
Total income from all sources (including contributions)2013-03-31$799,424
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$554,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$550,052
Value of total corrective distributions2013-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$420,518
Value of total assets at end of year2013-03-31$4,012,269
Value of total assets at beginning of year2013-03-31$3,767,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$4,328
Total income from rents2013-03-31$0
Total interest from all sources2013-03-31$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 year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$0
Administrative expenses professional fees incurred2013-03-31$0
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$2,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Amount of non-exempt transactions with any party-in-interest2013-03-31$0
Contributions received from participants2013-03-31$0
Participant contributions at end of year2013-03-31$0
Participant contributions at beginning of year2013-03-31$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 year2013-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$0
Other income not declared elsewhere2013-03-31$0
Administrative expenses (other) incurred2013-03-31$0
Liabilities. Value of operating payables at beginning of year2013-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Income. Non cash contributions2013-03-31$0
Value of net income/loss2013-03-31$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)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
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 year2013-03-31$0
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-03-31$0
Investment advisory and management fees2013-03-31$3,000
Value of interest in pooled separate accounts at end of year2013-03-31$2,752,264
Value of interest in pooled separate accounts at beginning of year2013-03-31$2,433,787
Income. Interest from loans (other than to participants)2013-03-31$0
Interest earned on other investments2013-03-31$0
Income. Interest from US Government securities2013-03-31$0
Income. Interest from corporate debt instruments2013-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,246,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,333,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$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 benefits2013-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$0
Net investment gain/loss from pooled separate accounts2013-03-31$323,365
Net investment gain or loss from common/collective trusts2013-03-31$0
Net gain/loss from 103.12 investment entities2013-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$420,518
Employer contributions (assets) at end of year2013-03-31$13,318
Employer contributions (assets) at beginning of year2013-03-31$0
Income. Dividends from preferred stock2013-03-31$0
Income. Dividends from common stock2013-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$550,052
Contract administrator fees2013-03-31$1,328
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$0
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$0
Aggregate carrying amount (costs) on sale of assets2013-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31WICKS EMMETT
Accountancy firm EIN2013-03-31930718861
2012 : SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$0
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total transfer of assets to this plan2012-03-31$0
Total transfer of assets from this plan2012-03-31$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 paid2012-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-03-31$0
Total income from all sources (including contributions)2012-03-31$591,665
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$342,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$338,363
Value of total corrective distributions2012-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$360,000
Value of total assets at end of year2012-03-31$3,767,225
Value of total assets at beginning of year2012-03-31$3,518,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$4,422
Total income from rents2012-03-31$0
Total interest from all sources2012-03-31$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 year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$0
Administrative expenses professional fees incurred2012-03-31$0
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$2,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Amount of non-exempt transactions with any party-in-interest2012-03-31$0
Contributions received from participants2012-03-31$0
Participant contributions at end of year2012-03-31$0
Participant contributions at beginning of year2012-03-31$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 year2012-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$0
Other income not declared elsewhere2012-03-31$0
Administrative expenses (other) incurred2012-03-31$0
Liabilities. Value of operating payables at beginning of year2012-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Income. Non cash contributions2012-03-31$0
Value of net income/loss2012-03-31$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)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
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 year2012-03-31$0
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-03-31$0
Investment advisory and management fees2012-03-31$1,422
Value of interest in pooled separate accounts at end of year2012-03-31$2,433,787
Value of interest in pooled separate accounts at beginning of year2012-03-31$1,789,618
Income. Interest from loans (other than to participants)2012-03-31$0
Interest earned on other investments2012-03-31$0
Income. Interest from US Government securities2012-03-31$0
Income. Interest from corporate debt instruments2012-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,333,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$1,428,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$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 benefits2012-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$0
Net investment gain/loss from pooled separate accounts2012-03-31$174,872
Net investment gain or loss from common/collective trusts2012-03-31$0
Net gain/loss from 103.12 investment entities2012-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$360,000
Employer contributions (assets) at end of year2012-03-31$0
Employer contributions (assets) at beginning of year2012-03-31$300,000
Income. Dividends from preferred stock2012-03-31$0
Income. Dividends from common stock2012-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$338,363
Contract administrator fees2012-03-31$3,000
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$0
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$0
Aggregate carrying amount (costs) on sale of assets2012-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Qualified
Accountancy firm name2012-03-31WICKS EMMETT LLP
Accountancy firm EIN2012-03-31930718861
2011 : SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$0
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total transfer of assets to this plan2011-03-31$0
Total transfer of assets from this plan2011-03-31$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 paid2011-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-03-31$0
Total income from all sources (including contributions)2011-03-31$927,445
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$1,460,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$1,455,672
Value of total corrective distributions2011-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$632,500
Value of total assets at end of year2011-03-31$3,518,345
Value of total assets at beginning of year2011-03-31$4,051,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$4,524
Total income from rents2011-03-31$0
Total interest from all sources2011-03-31$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 year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$0
Administrative expenses professional fees incurred2011-03-31$0
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$2,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Amount of non-exempt transactions with any party-in-interest2011-03-31$0
Contributions received from participants2011-03-31$0
Participant contributions at end of year2011-03-31$0
Participant contributions at beginning of year2011-03-31$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 year2011-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$0
Other income not declared elsewhere2011-03-31$0
Administrative expenses (other) incurred2011-03-31$0
Liabilities. Value of operating payables at beginning of year2011-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Income. Non cash contributions2011-03-31$0
Value of net income/loss2011-03-31$-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)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
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 year2011-03-31$0
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-03-31$0
Investment advisory and management fees2011-03-31$0
Value of interest in pooled separate accounts at end of year2011-03-31$1,789,618
Value of interest in pooled separate accounts at beginning of year2011-03-31$2,315,165
Income. Interest from loans (other than to participants)2011-03-31$0
Interest earned on other investments2011-03-31$0
Income. Interest from US Government securities2011-03-31$0
Income. Interest from corporate debt instruments2011-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$1,428,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$1,530,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$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 benefits2011-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$0
Net investment gain/loss from pooled separate accounts2011-03-31$233,824
Net investment gain or loss from common/collective trusts2011-03-31$0
Net gain/loss from 103.12 investment entities2011-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$632,500
Employer contributions (assets) at end of year2011-03-31$300,000
Employer contributions (assets) at beginning of year2011-03-31$205,497
Income. Dividends from preferred stock2011-03-31$0
Income. Dividends from common stock2011-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$1,455,672
Contract administrator fees2011-03-31$4,524
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$0
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$0
Aggregate carrying amount (costs) on sale of assets2011-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31WICKS EMMETT LLP
Accountancy firm EIN2011-03-31930718861
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 securities2010-03-31$0

Form 5500 Responses for SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN

2014: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedYes
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2009: SOUTHERN OREGON LOG SCALING & GRADING BUREAU, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

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