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GARVER RETIREMENT PLAN 401k Plan overview

Plan NameGARVER RETIREMENT PLAN
Plan identification number 001

GARVER RETIREMENT 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

GARVER, LLC has sponsored the creation of one or more 401k plans.

Company Name:GARVER, LLC
Employer identification number (EIN):010733400
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about GARVER, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-02-12
Company Identification Number: 0801086438
Legal Registered Office Address: 4701 NORTHSHORE DR

N LITTLE ROCK
United States of America (USA)
72118

More information about GARVER, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARVER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01HERBERT PARKER
0012015-01-01HERBERT PARKER
0012015-01-01
0012014-01-01HERBERT J. PARKER
0012013-01-01HERBERT J. PARKER

Plan Statistics for GARVER RETIREMENT PLAN

401k plan membership statisitcs for GARVER RETIREMENT PLAN

Measure Date Value
2016: GARVER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01560
Total number of active participants reported on line 7a of the Form 55002016-01-01446
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01558
Number of participants with account balances2016-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GARVER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01502
Total number of active participants reported on line 7a of the Form 55002015-01-01441
Number of other retired or separated participants entitled to future benefits2015-01-01119
Total of all active and inactive participants2015-01-01560
Total participants2015-01-01560
Number of participants with account balances2015-01-01548
2014: GARVER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01476
Total number of active participants reported on line 7a of the Form 55002014-01-01397
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01502
Number of participants with account balances2014-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GARVER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01458
Total number of active participants reported on line 7a of the Form 55002013-01-01372
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01102
Total of all active and inactive participants2013-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01476
Number of participants with account balances2013-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on GARVER RETIREMENT PLAN

Measure Date Value
2016 : GARVER RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,903,296
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$810,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$722,865
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,020,902
Value of total assets at end of year2016-12-31$39,297,585
Value of total assets at beginning of year2016-12-31$32,204,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$87,416
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$13,796
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$791,462
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$785,960
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,237,206
Participant contributions at end of year2016-12-31$397,507
Participant contributions at beginning of year2016-12-31$319,397
Participant contributions at end of year2016-12-31$138,478
Participant contributions at beginning of year2016-12-31$93,698
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$163,592
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$87,416
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$7,093,015
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,297,585
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,204,570
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,094,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,562,061
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$13,764
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,724,138
Value of interest in common/collective trusts at beginning of year2016-12-31$1,612,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$32
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,053,326
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$23,810
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,620,104
Employer contributions (assets) at end of year2016-12-31$1,620,104
Employer contributions (assets) at beginning of year2016-12-31$1,411,340
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$5,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$722,865
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$318,437
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$202,544
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31RASCO,WINTER,ABSTON,MOORE AND ASSOC
Accountancy firm EIN2016-12-31710448488
2015 : GARVER RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,340
Total unrealized appreciation/depreciation of assets2015-12-31$-2,340
Total transfer of assets to this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,881,913
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,457,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,299,735
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,453,430
Value of total assets at end of year2015-12-31$32,204,570
Value of total assets at beginning of year2015-12-31$31,779,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$157,490
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$14,308
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$729,208
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$729,034
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,815,021
Participant contributions at end of year2015-12-31$319,397
Participant contributions at beginning of year2015-12-31$384,340
Participant contributions at end of year2015-12-31$93,698
Participant contributions at beginning of year2015-12-31$56,968
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$190,960
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$227,069
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$157,490
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$424,688
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,204,570
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,779,882
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,562,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,308,805
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$14,308
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$1,612,891
Value of interest in common/collective trusts at beginning of year2015-12-31$1,575,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,307,312
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-5,381
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,411,340
Employer contributions (assets) at end of year2015-12-31$1,411,340
Employer contributions (assets) at beginning of year2015-12-31$1,263,319
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,299,735
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$202,544
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31RASCO,WINTER,ABSTON,MOORE AND ASSOC
Accountancy firm EIN2015-12-31710448488
2014 : GARVER RETIREMENT 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$6,222,165
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,041,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$899,373
Value of total corrective distributions2014-12-31$679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,417,222
Value of total assets at end of year2014-12-31$31,779,882
Value of total assets at beginning of year2014-12-31$26,599,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$141,642
Total interest from all sources2014-12-31$15,608
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$723,001
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$723,001
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,397,471
Participant contributions at end of year2014-12-31$384,340
Participant contributions at beginning of year2014-12-31$355,490
Participant contributions at end of year2014-12-31$56,968
Participant contributions at beginning of year2014-12-31$49,847
Assets. Other investments not covered elsewhere at end of year2014-12-31$190,960
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$43,829
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$756,431
Other income not declared elsewhere2014-12-31$2,906
Administrative expenses (other) incurred2014-12-31$95,999
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$5,180,471
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,779,882
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,599,411
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$45,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,308,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,454,871
Interest on participant loans2014-12-31$15,608
Value of interest in common/collective trusts at end of year2014-12-31$1,575,490
Value of interest in common/collective trusts at beginning of year2014-12-31$1,633,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,042,719
Net investment gain or loss from common/collective trusts2014-12-31$20,709
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$1,263,320
Employer contributions (assets) at end of year2014-12-31$1,263,319
Employer contributions (assets) at beginning of year2014-12-31$1,062,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$899,373
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RASCO,WINTER,ABSTON,MOORE AND ASSOC
Accountancy firm EIN2014-12-31710448488
2013 : GARVER RETIREMENT 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$7,490,514
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,078,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$948,200
Value of total corrective distributions2013-12-31$2,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,252,197
Value of total assets at end of year2013-12-31$26,599,411
Value of total assets at beginning of year2013-12-31$20,187,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$128,494
Total interest from all sources2013-12-31$14,464
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$562,071
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$562,071
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,984,207
Participant contributions at end of year2013-12-31$355,490
Participant contributions at beginning of year2013-12-31$299,353
Participant contributions at end of year2013-12-31$49,847
Participant contributions at beginning of year2013-12-31$58,273
Assets. Other investments not covered elsewhere at end of year2013-12-31$43,829
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$32,895
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$205,746
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$91,692
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$6,411,578
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,599,411
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,187,833
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$36,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,454,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,495,369
Interest on participant loans2013-12-31$14,464
Value of interest in common/collective trusts at end of year2013-12-31$1,633,130
Value of interest in common/collective trusts at beginning of year2013-12-31$1,635,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,645,091
Net investment gain or loss from common/collective trusts2013-12-31$16,691
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$1,062,244
Employer contributions (assets) at end of year2013-12-31$1,062,244
Employer contributions (assets) at beginning of year2013-12-31$666,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$948,200
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 name2013-12-31RASCO,WINTER,ABSTON,MOORE AND ASSOC
Accountancy firm EIN2013-12-31710448488

Form 5500 Responses for GARVER RETIREMENT PLAN

2016: GARVER RETIREMENT 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: GARVER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: GARVER RETIREMENT 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: GARVER RETIREMENT 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

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