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KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

KOOPMAN LUMBER 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.
  • 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KOOPMAN LUMBER COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:KOOPMAN LUMBER COMPANY, INC.
Employer identification number (EIN):042514435
NAIC Classification:444110
NAIC Description:Home Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DENISE BROOKHOUSE2023-10-13
0012021-01-01DENISE BROOKHOUSE2022-12-15 DENISE BROOKHOUSE2022-12-15
0012020-01-01DENISE BROOKHOUSE2021-10-14 DENISE BROOKHOUSE2021-10-14
0012019-01-01DENISE BROOKHOUSE2020-10-07 DENISE BROOKHOUSE2020-10-07
0012018-01-01DENISE BROOKHOUSE2019-10-10 DENISE BROOKHOUSE2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DENISE H. BROOKHOUSE2013-07-22 DENISE H. BROOKHOUSE2013-07-22
0012011-01-01DENISE H. BROOKHOUSE2012-10-12 DENISE H. BROOKHOUSE2012-10-12
0012010-01-01DENISE H. BROOKHOUSE2011-10-05 DENISE H. BROOKHOUSE2011-10-05

Plan Statistics for KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01384
Total number of active participants reported on line 7a of the Form 55002022-01-01334
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01120
Total of all active and inactive participants2022-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01454
Number of participants with account balances2022-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01369
Total number of active participants reported on line 7a of the Form 55002021-01-01279
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01365
Total participants2021-01-01365
Number of participants with account balances2021-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01372
Total number of active participants reported on line 7a of the Form 55002020-01-01268
Number of other retired or separated participants entitled to future benefits2020-01-0186
Total of all active and inactive participants2020-01-01354
Total participants2020-01-01354
Number of participants with account balances2020-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01335
Total number of active participants reported on line 7a of the Form 55002019-01-01323
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01361
Total participants2019-01-01361
Number of participants with account balances2019-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01295
Total number of active participants reported on line 7a of the Form 55002018-01-01271
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01318
Total participants2018-01-01318
Number of participants with account balances2018-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01281
Total number of active participants reported on line 7a of the Form 55002017-01-01240
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01284
Total participants2017-01-01284
Number of participants with account balances2017-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01209
Total number of active participants reported on line 7a of the Form 55002016-01-01228
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01265
Number of participants with account balances2016-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01171
Total number of active participants reported on line 7a of the Form 55002015-01-01164
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01186
Total participants2015-01-01186
Number of participants with account balances2015-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01137
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01161
Total participants2014-01-01161
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013

Financial Data on KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : KOOPMAN LUMBER 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$183,963
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$622,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$548,897
Value of total corrective distributions2022-12-31$24,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,445,668
Value of total assets at end of year2022-12-31$19,125,935
Value of total assets at beginning of year2022-12-31$19,564,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,598
Total interest from all sources2022-12-31$19,665
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,530,050
Participant contributions at end of year2022-12-31$303,554
Participant contributions at beginning of year2022-12-31$271,815
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$4,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,674,402
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$33,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$50,778
Administrative expenses (other) incurred2022-12-31$918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-438,148
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,125,935
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,564,083
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$44,515
Value of interest in pooled separate accounts at end of year2022-12-31$18,309,101
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,948,513
Interest on participant loans2022-12-31$17,072
Interest earned on other investments2022-12-31$2,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$479,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$339,655
Net investment gain/loss from pooled separate accounts2022-12-31$-3,332,148
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$241,216
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$548,897
Contract administrator fees2022-12-31$3,165
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 name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
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$3,784,196
Total of all expenses incurred2021-12-31$504,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$457,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,491,481
Value of total assets at end of year2021-12-31$19,564,083
Value of total assets at beginning of year2021-12-31$16,284,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$47,849
Total interest from all sources2021-12-31$18,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$3,136
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,209,941
Participant contributions at end of year2021-12-31$271,815
Participant contributions at beginning of year2021-12-31$268,656
Participant contributions at end of year2021-12-31$4,000
Participant contributions at beginning of year2021-12-31$1,792
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$89,825
Other income not declared elsewhere2021-12-31$-650
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$3,279,318
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,564,083
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,284,765
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$44,713
Value of interest in pooled separate accounts at end of year2021-12-31$18,948,513
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,629,030
Interest on participant loans2021-12-31$16,124
Interest earned on other investments2021-12-31$2,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$339,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$385,199
Net investment gain/loss from pooled separate accounts2021-12-31$2,274,978
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$191,715
Employer contributions (assets) at end of year2021-12-31$100
Employer contributions (assets) at beginning of year2021-12-31$88
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$457,029
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
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end 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$3,226,744
Total of all expenses incurred2020-12-31$647,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$610,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,180,830
Value of total assets at end of year2020-12-31$16,284,765
Value of total assets at beginning of year2020-12-31$13,705,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,223
Total interest from all sources2020-12-31$19,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$3,264
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,017,804
Participant contributions at end of year2020-12-31$268,656
Participant contributions at beginning of year2020-12-31$310,210
Participant contributions at end of year2020-12-31$1,792
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$246
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$2,579,145
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,284,765
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,705,620
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$33,959
Value of interest in pooled separate accounts at end of year2020-12-31$15,629,030
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,195,341
Interest on participant loans2020-12-31$17,160
Interest earned on other investments2020-12-31$2,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$385,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$200,069
Net investment gain/loss from pooled separate accounts2020-12-31$2,026,484
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$162,780
Employer contributions (assets) at end of year2020-12-31$88
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$610,376
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,750,786
Total income from all sources (including contributions)2019-12-31$3,750,786
Total of all expenses incurred2019-12-31$700,508
Total of all expenses incurred2019-12-31$700,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$645,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$645,136
Value of total corrective distributions2019-12-31$19,513
Value of total corrective distributions2019-12-31$19,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,396,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,396,774
Value of total assets at end of year2019-12-31$13,705,620
Value of total assets at end of year2019-12-31$13,705,620
Value of total assets at beginning of year2019-12-31$10,655,342
Value of total assets at beginning of year2019-12-31$10,655,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,859
Total interest from all sources2019-12-31$19,291
Total interest from all sources2019-12-31$19,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$4,180
Administrative expenses professional fees incurred2019-12-31$4,180
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$959,717
Participant contributions at end of year2019-12-31$310,210
Participant contributions at end of year2019-12-31$310,210
Participant contributions at beginning of year2019-12-31$250,706
Participant contributions at beginning of year2019-12-31$250,706
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$284,577
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$284,577
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
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$3,050,278
Value of net income/loss2019-12-31$3,050,278
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,705,620
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,705,620
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,655,342
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,655,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,389
Investment advisory and management fees2019-12-31$30,389
Value of interest in pooled separate accounts at end of year2019-12-31$13,195,341
Value of interest in pooled separate accounts at end of year2019-12-31$13,195,341
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,157,405
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,157,405
Interest on participant loans2019-12-31$16,641
Interest on participant loans2019-12-31$16,641
Interest earned on other investments2019-12-31$2,650
Interest earned on other investments2019-12-31$2,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$200,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$200,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$247,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$247,231
Net investment gain/loss from pooled separate accounts2019-12-31$2,334,721
Net investment gain/loss from pooled separate accounts2019-12-31$2,334,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$152,480
Contributions received in cash from employer2019-12-31$152,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$645,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$645,136
Contract administrator fees2019-12-31$1,290
Contract administrator fees2019-12-31$1,290
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$465,266
Total of all expenses incurred2018-12-31$478,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$444,010
Expenses. Certain deemed distributions of participant loans2018-12-31$1,016
Value of total corrective distributions2018-12-31$1,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,203,991
Value of total assets at end of year2018-12-31$10,655,342
Value of total assets at beginning of year2018-12-31$10,669,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,503
Total interest from all sources2018-12-31$16,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$873,461
Participant contributions at end of year2018-12-31$250,706
Participant contributions at beginning of year2018-12-31$189,036
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$193,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,682
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,655,342
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,669,024
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$27,167
Value of interest in pooled separate accounts at end of year2018-12-31$10,157,405
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,168,161
Interest on participant loans2018-12-31$13,159
Interest earned on other investments2018-12-31$3,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$247,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$311,827
Net investment gain/loss from pooled separate accounts2018-12-31$-754,955
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$137,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$444,010
Contract administrator fees2018-12-31$5,336
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,523,403
Total of all expenses incurred2017-12-31$462,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$445,843
Expenses. Certain deemed distributions of participant loans2017-12-31$1,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,104,286
Value of total assets at end of year2017-12-31$10,669,024
Value of total assets at beginning of year2017-12-31$8,608,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,033
Total interest from all sources2017-12-31$14,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$776,591
Participant contributions at end of year2017-12-31$189,036
Participant contributions at beginning of year2017-12-31$208,505
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$201,140
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$2,061,024
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,669,024
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,608,000
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$11,442
Value of interest in pooled separate accounts at end of year2017-12-31$10,168,161
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,022,912
Interest on participant loans2017-12-31$9,612
Interest earned on other investments2017-12-31$4,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$311,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$376,583
Net investment gain/loss from pooled separate accounts2017-12-31$1,404,940
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$126,555
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$445,843
Contract administrator fees2017-12-31$3,591
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,691,922
Total of all expenses incurred2016-12-31$165,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$143,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,130,056
Value of total assets at end of year2016-12-31$8,608,000
Value of total assets at beginning of year2016-12-31$7,081,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,682
Total interest from all sources2016-12-31$14,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$718,380
Participant contributions at end of year2016-12-31$208,505
Participant contributions at beginning of year2016-12-31$215,999
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$8,182
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$290,209
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$1,526,350
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,608,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,081,650
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$19,328
Value of interest in pooled separate accounts at end of year2016-12-31$8,022,912
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,497,379
Interest on participant loans2016-12-31$9,869
Interest earned on other investments2016-12-31$4,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$376,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$358,618
Net investment gain/loss from pooled separate accounts2016-12-31$547,400
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$121,467
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$143,890
Contract administrator fees2016-12-31$2,354
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 name2016-12-31CERRONE, GRAHAM & SHEPHERD, PC
Accountancy firm EIN2016-12-31464046371
2015 : KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$770,543
Total of all expenses incurred2015-12-31$280,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$257,014
Expenses. Certain deemed distributions of participant loans2015-12-31$3,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$887,124
Value of total assets at end of year2015-12-31$7,081,650
Value of total assets at beginning of year2015-12-31$6,591,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,218
Total interest from all sources2015-12-31$10,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,210
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 period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$521,638
Participant contributions at end of year2015-12-31$215,999
Participant contributions at beginning of year2015-12-31$147,170
Participant contributions at end of year2015-12-31$8,182
Participant contributions at beginning of year2015-12-31$5,665
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$225,197
Other income not declared elsewhere2015-12-31$5,428
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$49,629
Value of net income/loss2015-12-31$490,017
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,081,650
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,591,633
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$2,952
Value of interest in pooled separate accounts at end of year2015-12-31$6,497,379
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,431,730
Interest on participant loans2015-12-31$8,771
Interest earned on other investments2015-12-31$1,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$358,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,033
Net investment gain/loss from pooled separate accounts2015-12-31$-132,190
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$90,660
Employer contributions (assets) at end of year2015-12-31$1,472
Employer contributions (assets) at beginning of year2015-12-31$1,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$257,014
Contract administrator fees2015-12-31$15,056
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 name2015-12-31CERRONE, GRAHAM & SHEPHERD, PC
Accountancy firm EIN2015-12-31464046371
2014 : KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$785,003
Total of all expenses incurred2014-12-31$288,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$275,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$497,067
Value of total assets at end of year2014-12-31$6,591,633
Value of total assets at beginning of year2014-12-31$6,095,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,655
Total interest from all sources2014-12-31$6,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,570
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$409,034
Participant contributions at end of year2014-12-31$147,170
Participant contributions at beginning of year2014-12-31$143,397
Participant contributions at end of year2014-12-31$5,665
Participant contributions at beginning of year2014-12-31$7,142
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,949
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$496,321
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,591,633
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,095,312
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
Value of interest in pooled separate accounts at end of year2014-12-31$6,431,730
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,937,478
Interest on participant loans2014-12-31$6,851
Interest earned on other investments2014-12-31$95
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,949
Net investment gain/loss from pooled separate accounts2014-12-31$280,990
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$70,084
Employer contributions (assets) at end of year2014-12-31$1,035
Employer contributions (assets) at beginning of year2014-12-31$1,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$275,027
Contract administrator fees2014-12-31$12,085
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 name2014-12-31CERRONE, GRAHAM & SHEPHERD, PC
Accountancy firm EIN2014-12-31464046371

Form 5500 Responses for KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN

2022: KOOPMAN LUMBER 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KOOPMAN LUMBER 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KOOPMAN LUMBER 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KOOPMAN LUMBER 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KOOPMAN LUMBER 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KOOPMAN LUMBER 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KOOPMAN LUMBER 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KOOPMAN LUMBER 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49513
Policy instance 1
Insurance contract or identification number49513
Number of Individuals Covered419
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,165
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3165
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49513
Policy instance 1
Insurance contract or identification number49513
Number of Individuals Covered353
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,918
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2918
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49513
Policy instance 1
Insurance contract or identification number49513
Number of Individuals Covered318
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,476
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8476
Additional information about fees paid to insurance brokerTPA FEE AND TPA FORUM PAYMENTS
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49513
Policy instance 1
Insurance contract or identification number49513
Number of Individuals Covered312
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,180
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4180
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49513
Policy instance 1
Insurance contract or identification number49513
Number of Individuals Covered282
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,564
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6564
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49513
Policy instance 1
Insurance contract or identification number49513
Number of Individuals Covered260
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,505
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7505
Additional information about fees paid to insurance brokerTPA & TPA FORUM COMPENSATION
Insurance broker organization code?5
Insurance broker nameFREEMAN RETIREMENT PLAN CONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49513
Policy instance 1
Insurance contract or identification number49513
Number of Individuals Covered198
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,818
Total amount of fees paid to insurance companyUSD $5,161
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,818
Insurance broker organization code?4
Amount paid for insurance broker fees2210
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFREEMAN RETIREMENT PLAN CONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49513
Policy instance 1
Insurance contract or identification number49513
Number of Individuals Covered148
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,362
Total amount of fees paid to insurance companyUSD $4,712
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $13,362
Insurance broker organization code?4
Amount paid for insurance broker fees1570
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFREEMAN RETIREMENT PLAN CONSULTING

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