SWENSON GRANITE COMPANY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SWENSON GRANITE COMPANY LLC RETIREMENT PLAN
Measure | Date | Value |
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2016: SWENSON GRANITE COMPANY LLC RETIREMENT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 6,077,600 |
Acturial value of plan assets | 2016-12-31 | 6,441,198 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 2,558,048 |
Number of terminated vested participants | 2016-12-31 | 1 |
Fundng target for terminated vested participants | 2016-12-31 | 8,435 |
Active participant vested funding target | 2016-12-31 | 2,952,195 |
Number of active participants | 2016-12-31 | 27 |
Total funding liabilities for active participants | 2016-12-31 | 2,962,654 |
Total participant count | 2016-12-31 | 37 |
Total funding target for all participants | 2016-12-31 | 5,529,137 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 899,422 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 899,422 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 214,600 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 228,227 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 857,239 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 1,172,944 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,108,545 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 20,888 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,108,545 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
2011: SWENSON GRANITE COMPANY LLC RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: SWENSON GRANITE COMPANY LLC RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2011 : SWENSON GRANITE COMPANY LLC RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $143,801 |
Expenses. Total of all expenses incurred | 2011-12-31 | $143,759 |
Benefits paid (including direct rollovers) | 2011-12-31 | $107,329 |
Total plan assets at end of year | 2011-12-31 | $4,985,206 |
Total plan assets at beginning of year | 2011-12-31 | $4,985,164 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $10 |
Other income received | 2011-12-31 | $3,801 |
Net income (gross income less expenses) | 2011-12-31 | $42 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,985,206 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,985,164 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $140,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $36,420 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : SWENSON GRANITE COMPANY LLC RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $557,974 |
Expenses. Total of all expenses incurred | 2010-12-31 | $126,565 |
Benefits paid (including direct rollovers) | 2010-12-31 | $91,758 |
Total plan assets at end of year | 2010-12-31 | $4,985,164 |
Total plan assets at beginning of year | 2010-12-31 | $4,553,755 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $178 |
Other income received | 2010-12-31 | $417,974 |
Net income (gross income less expenses) | 2010-12-31 | $431,409 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,985,164 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,553,755 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $140,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $34,629 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : SWENSON GRANITE COMPANY LLC RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2011: SWENSON GRANITE COMPANY LLC RETIREMENT PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SWENSON GRANITE COMPANY LLC RETIREMENT PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |