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B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameB. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

B.R. FUNSTEN & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:B.R. FUNSTEN & COMPANY, INC.
Employer identification number (EIN):941369591
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUDY BRUCE
0012016-01-01JUDY BRUCE
0012015-01-01JUDY BRUCE
0012014-01-01JUDY BRUCE
0012013-01-01JUDY BRUCE
0012012-01-01JUDY BRUCE
0012011-01-01JUDY BRUCE
0012010-01-01JUDY BRUCE
0012009-01-01JUDY BRUCE JUDY BRUCE2010-07-21
0012009-01-01JUDY BRUCE JUDY BRUCE2010-07-21

Plan Statistics for B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01401
Total number of active participants reported on line 7a of the Form 55002022-01-01265
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01139
Total of all active and inactive participants2022-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01404
Number of participants with account balances2022-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01348
Total number of active participants reported on line 7a of the Form 55002021-01-01272
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01126
Total of all active and inactive participants2021-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01398
Number of participants with account balances2021-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01380
Total number of active participants reported on line 7a of the Form 55002020-01-01245
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01100
Total of all active and inactive participants2020-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01345
Number of participants with account balances2020-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01372
Total number of active participants reported on line 7a of the Form 55002019-01-01305
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01378
Number of participants with account balances2019-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01339
Total number of active participants reported on line 7a of the Form 55002018-01-01305
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01362
Number of participants with account balances2018-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01280
Total number of active participants reported on line 7a of the Form 55002017-01-01289
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01334
Number of participants with account balances2017-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01265
Total number of active participants reported on line 7a of the Form 55002016-01-01237
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01277
Number of participants with account balances2016-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01260
Total number of active participants reported on line 7a of the Form 55002015-01-01217
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01260
Number of participants with account balances2015-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01250
Total number of active participants reported on line 7a of the Form 55002014-01-01220
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01254
Number of participants with account balances2014-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01238
Total number of active participants reported on line 7a of the Form 55002013-01-01215
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01248
Number of participants with account balances2013-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01238
Total number of active participants reported on line 7a of the Form 55002012-01-01206
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01236
Number of participants with account balances2012-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01244
Total number of active participants reported on line 7a of the Form 55002011-01-01199
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01237
Number of participants with account balances2011-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01249
Total number of active participants reported on line 7a of the Form 55002010-01-01200
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01238
Number of participants with account balances2010-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01290
Total number of active participants reported on line 7a of the Form 55002009-01-01219
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01249
Number of participants with account balances2009-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,498,627
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,281,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,186,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,609,373
Value of total assets at end of year2022-12-31$15,734,926
Value of total assets at beginning of year2022-12-31$19,515,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,322
Total interest from all sources2022-12-31$36,926
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$251,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$251,733
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$870,402
Participant contributions at end of year2022-12-31$382,847
Participant contributions at beginning of year2022-12-31$403,941
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$508,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,780,310
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,734,926
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,515,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$59,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,003,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,786,513
Interest on participant loans2022-12-31$18,886
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,118,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,126,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,126,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,396,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$230,422
Employer contributions (assets) at end of year2022-12-31$230,422
Employer contributions (assets) at beginning of year2022-12-31$198,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,186,361
Contract administrator fees2022-12-31$35,969
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOWMAN & COMPANY
Accountancy firm EIN2022-12-31941481988
2021 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,164,904
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,254,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,141,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,204,968
Value of total assets at end of year2021-12-31$19,515,236
Value of total assets at beginning of year2021-12-31$17,605,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,456
Total interest from all sources2021-12-31$22,377
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$214,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$214,277
Administrative expenses professional fees incurred2021-12-31$20,441
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$799,947
Participant contributions at end of year2021-12-31$403,941
Participant contributions at beginning of year2021-12-31$476,114
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$206,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,910,188
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,515,236
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,605,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$63,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,786,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,679,065
Interest on participant loans2021-12-31$22,249
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,126,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,281,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,281,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,723,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$198,536
Employer contributions (assets) at end of year2021-12-31$198,536
Employer contributions (assets) at beginning of year2021-12-31$167,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,141,260
Contract administrator fees2021-12-31$29,529
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BOWMAN & COMPANY
Accountancy firm EIN2021-12-31941481988
2020 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,948,629
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,380,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,285,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$949,009
Value of total assets at end of year2020-12-31$17,605,048
Value of total assets at beginning of year2020-12-31$17,037,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$95,355
Total interest from all sources2020-12-31$32,134
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$129,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$129,585
Administrative expenses professional fees incurred2020-12-31$11,116
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$739,217
Participant contributions at end of year2020-12-31$476,114
Participant contributions at beginning of year2020-12-31$491,768
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$41,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$567,801
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,605,048
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,037,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$52,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,679,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,553,714
Interest on participant loans2020-12-31$25,861
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,281,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,769,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,769,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,837,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$167,872
Employer contributions (assets) at end of year2020-12-31$167,872
Employer contributions (assets) at beginning of year2020-12-31$222,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,285,473
Contract administrator fees2020-12-31$31,763
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BPM LLP
Accountancy firm EIN2020-12-31814234542
2019 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,187,824
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,353,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,274,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,158,145
Value of total assets at end of year2019-12-31$17,037,247
Value of total assets at beginning of year2019-12-31$14,203,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,858
Total interest from all sources2019-12-31$58,268
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$333,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$333,136
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$935,733
Participant contributions at end of year2019-12-31$491,768
Participant contributions at beginning of year2019-12-31$444,965
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,833,831
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,037,247
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,203,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$52,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,553,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,774,987
Interest on participant loans2019-12-31$27,813
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,769,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,769,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,769,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$30,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,638,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$222,412
Employer contributions (assets) at end of year2019-12-31$222,412
Employer contributions (assets) at beginning of year2019-12-31$213,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,274,135
Contract administrator fees2019-12-31$27,607
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BPM LLP
Accountancy firm EIN2019-12-31814234542
2018 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$361,002
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,022,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$947,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,097,691
Value of total assets at end of year2018-12-31$14,203,416
Value of total assets at beginning of year2018-12-31$14,864,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,074
Total interest from all sources2018-12-31$45,521
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$239,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$239,157
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$883,758
Participant contributions at end of year2018-12-31$444,965
Participant contributions at beginning of year2018-12-31$416,681
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-661,338
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,203,416
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,864,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$50,474
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,774,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,078,630
Interest on participant loans2018-12-31$20,623
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,769,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,180,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,180,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$24,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,021,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$213,933
Employer contributions (assets) at end of year2018-12-31$213,933
Employer contributions (assets) at beginning of year2018-12-31$188,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$947,266
Contract administrator fees2018-12-31$24,600
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BPM LLP
Accountancy firm EIN2018-12-31814234542
2017 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,011,239
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$690,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$614,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,013,935
Value of total assets at end of year2017-12-31$14,864,754
Value of total assets at beginning of year2017-12-31$12,544,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$76,456
Total interest from all sources2017-12-31$31,954
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$192,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$192,562
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$761,650
Participant contributions at end of year2017-12-31$416,681
Participant contributions at beginning of year2017-12-31$423,226
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$50
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$64,237
Administrative expenses (other) incurred2017-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,320,431
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,864,754
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,544,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$55,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,078,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,671,151
Interest on participant loans2017-12-31$20,195
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,180,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,290,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,290,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,772,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$188,048
Employer contributions (assets) at end of year2017-12-31$188,502
Employer contributions (assets) at beginning of year2017-12-31$159,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$614,352
Contract administrator fees2017-12-31$21,185
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BPM LLP
Accountancy firm EIN2017-12-31814234542
2016 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,556,407
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,071,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$970,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$810,594
Value of total assets at end of year2016-12-31$12,544,323
Value of total assets at beginning of year2016-12-31$12,059,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$101,364
Total interest from all sources2016-12-31$22,642
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$175,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$175,182
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$641,814
Participant contributions at end of year2016-12-31$423,226
Participant contributions at beginning of year2016-12-31$406,331
Participant contributions at end of year2016-12-31$50
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,594
Administrative expenses (other) incurred2016-12-31$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$484,663
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,544,323
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,059,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$80,698
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,671,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,158,237
Interest on participant loans2016-12-31$15,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,290,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,351,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,351,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$547,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$159,186
Employer contributions (assets) at end of year2016-12-31$159,186
Employer contributions (assets) at beginning of year2016-12-31$143,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$970,380
Contract administrator fees2016-12-31$20,609
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BPM LLP
Accountancy firm EIN2016-12-31814234542
2015 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$797,088
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,165,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,064,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$765,062
Value of total assets at end of year2015-12-31$12,059,660
Value of total assets at beginning of year2015-12-31$12,427,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$100,620
Total interest from all sources2015-12-31$18,859
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$154,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$154,940
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$618,197
Participant contributions at end of year2015-12-31$406,331
Participant contributions at beginning of year2015-12-31$463,735
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$20,727
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,478
Administrative expenses (other) incurred2015-12-31$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-367,998
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,059,660
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,427,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$80,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,158,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,522,969
Interest on participant loans2015-12-31$18,222
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,351,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,287,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,287,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-141,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$143,387
Employer contributions (assets) at end of year2015-12-31$143,387
Employer contributions (assets) at beginning of year2015-12-31$132,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,064,466
Contract administrator fees2015-12-31$19,657
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BURR PILGER MAYER, INC.
Accountancy firm EIN2015-12-31263839190
2014 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,382,437
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$478,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$379,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$741,158
Value of total assets at end of year2014-12-31$12,427,658
Value of total assets at beginning of year2014-12-31$11,523,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$98,921
Total interest from all sources2014-12-31$19,160
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$153,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$153,697
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$518,792
Participant contributions at end of year2014-12-31$463,735
Participant contributions at beginning of year2014-12-31$495,468
Participant contributions at end of year2014-12-31$20,727
Participant contributions at beginning of year2014-12-31$20,680
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$89,458
Administrative expenses (other) incurred2014-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$903,996
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,427,658
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,523,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$78,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,522,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,844,406
Interest on participant loans2014-12-31$19,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,287,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,041,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,041,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$468,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$132,908
Employer contributions (assets) at end of year2014-12-31$132,908
Employer contributions (assets) at beginning of year2014-12-31$121,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$379,520
Contract administrator fees2014-12-31$20,055
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BURR PILGER MAYER, INC.
Accountancy firm EIN2014-12-31263839190
2013 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,255,673
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$783,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$697,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$609,391
Value of total assets at end of year2013-12-31$11,523,662
Value of total assets at beginning of year2013-12-31$10,051,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$85,506
Total interest from all sources2013-12-31$19,238
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$138,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$138,337
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$484,853
Participant contributions at end of year2013-12-31$495,468
Participant contributions at beginning of year2013-12-31$473,389
Participant contributions at end of year2013-12-31$20,680
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,472,471
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,523,662
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,051,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$68,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,844,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,393,600
Interest on participant loans2013-12-31$19,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,041,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,067,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,067,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,488,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$123,544
Employer contributions (assets) at end of year2013-12-31$121,866
Employer contributions (assets) at beginning of year2013-12-31$116,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$697,696
Contract administrator fees2013-12-31$17,004
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BURR PILGER MAYER, INC.
Accountancy firm EIN2013-12-31263839190
2012 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,541,991
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,342,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,259,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$581,908
Value of total assets at end of year2012-12-31$10,051,191
Value of total assets at beginning of year2012-12-31$9,851,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$83,538
Total interest from all sources2012-12-31$21,947
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$127,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$127,388
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$460,701
Participant contributions at end of year2012-12-31$473,389
Participant contributions at beginning of year2012-12-31$505,278
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,608
Administrative expenses (other) incurred2012-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$199,221
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,051,191
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,851,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$64,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,393,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,141,136
Interest on participant loans2012-12-31$21,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,067,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,091,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,091,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$810,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$116,599
Employer contributions (assets) at end of year2012-12-31$116,599
Employer contributions (assets) at beginning of year2012-12-31$114,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,259,232
Contract administrator fees2012-12-31$19,303
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BURR PILGER MAYER, INC.
Accountancy firm EIN2012-12-31263839190
2011 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,973
Total income from all sources (including contributions)2011-12-31$313,087
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,113,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,043,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$688,383
Value of total assets at end of year2011-12-31$9,851,970
Value of total assets at beginning of year2011-12-31$10,671,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$69,611
Total interest from all sources2011-12-31$21,775
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$152,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$152,526
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$496,140
Participant contributions at end of year2011-12-31$505,278
Participant contributions at beginning of year2011-12-31$449,162
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$78,001
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$18,973
Administrative expenses (other) incurred2011-12-31$845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-800,157
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,851,970
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,652,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$49,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,141,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,807,962
Interest on participant loans2011-12-31$21,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,091,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,289,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,289,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-549,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$114,242
Employer contributions (assets) at end of year2011-12-31$114,241
Employer contributions (assets) at beginning of year2011-12-31$122,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,043,633
Contract administrator fees2011-12-31$19,374
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BURR PILGER MAYER, INC.
Accountancy firm EIN2011-12-31263839190
2010 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,140
Total income from all sources (including contributions)2010-12-31$2,004,482
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$492,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$384,867
Expenses. Certain deemed distributions of participant loans2010-12-31$27,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,025,276
Value of total assets at end of year2010-12-31$10,671,100
Value of total assets at beginning of year2010-12-31$9,155,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$80,393
Total interest from all sources2010-12-31$23,233
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$113,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$113,036
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$543,240
Participant contributions at end of year2010-12-31$449,162
Participant contributions at beginning of year2010-12-31$439,036
Participant contributions at beginning of year2010-12-31$30,384
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$359,851
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$18,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$8,884
Administrative expenses (other) incurred2010-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,511,872
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,652,127
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,140,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$65,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,807,962
Interest on participant loans2010-12-31$22,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,289,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,557,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,557,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$842,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$122,185
Employer contributions (assets) at end of year2010-12-31$122,185
Employer contributions (assets) at beginning of year2010-12-31$125,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$384,867
Contract administrator fees2010-12-31$14,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$6,256
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BURR PILGER MAYER, INC
Accountancy firm EIN2010-12-31263839190
2009 : B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN

2022: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: B. R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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