?>
Logo

BINKLEY & HURST LP 401(K) PLAN AND TRUST 401k Plan overview

Plan NameBINKLEY & HURST LP 401(K) PLAN AND TRUST
Plan identification number 001

BINKLEY & HURST LP 401(K) PLAN AND TRUST 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.
  • 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.
  • Life insurance

401k Sponsoring company profile

BINKLEY & HURST LP has sponsored the creation of one or more 401k plans.

Company Name:BINKLEY & HURST LP
Employer identification number (EIN):061779304
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BINKLEY & HURST LP 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KENNETH WALTON
0012016-01-01KENNETH WALTON
0012015-01-01KENNETH WALTON
0012014-01-01KENNETH WALTON
0012013-01-01KENNETH WALTON
0012012-01-01KENNETH WALTON
0012011-01-01KENNETH W. WALTON
0012010-01-01DONALD L. BRUBAKER
0012009-01-01DONALD L BRUBAKER
0012009-01-01DONALD L BRUBAKER
0012009-01-01DONALD L BRUBAKER

Plan Statistics for BINKLEY & HURST LP 401(K) PLAN AND TRUST

401k plan membership statisitcs for BINKLEY & HURST LP 401(K) PLAN AND TRUST

Measure Date Value
2022: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01180
Total number of active participants reported on line 7a of the Form 55002022-01-01125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01166
Number of participants with account balances2022-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01147
Total number of active participants reported on line 7a of the Form 55002021-01-01152
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01181
Number of participants with account balances2021-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01175
Total number of active participants reported on line 7a of the Form 55002020-01-01144
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01173
Number of participants with account balances2020-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-01150
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01174
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01199
Total number of active participants reported on line 7a of the Form 55002018-01-01136
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01179
Number of participants with account balances2018-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01201
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01199
Number of participants with account balances2017-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01200
Total number of active participants reported on line 7a of the Form 55002016-01-01146
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01201
Number of participants with account balances2016-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01186
Total number of active participants reported on line 7a of the Form 55002015-01-01156
Number of retired or separated participants receiving benefits2015-01-0130
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01197
Number of participants with account balances2015-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01179
Total number of active participants reported on line 7a of the Form 55002014-01-01175
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01203
Number of participants with account balances2014-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01167
Total number of active participants reported on line 7a of the Form 55002013-01-01151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01158
Total number of active participants reported on line 7a of the Form 55002012-01-01139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01167
Number of participants with account balances2012-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-01109
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01149
Number of participants with account balances2011-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01153
Total number of active participants reported on line 7a of the Form 55002010-01-01108
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01143
Number of participants with account balances2010-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01153
Number of participants with account balances2009-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on BINKLEY & HURST LP 401(K) PLAN AND TRUST

Measure Date Value
2022 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 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$0
Total income from all sources (including contributions)2022-12-31$-478,648
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,807,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,770,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$564,910
Value of total assets at end of year2022-12-31$4,484,489
Value of total assets at beginning of year2022-12-31$6,770,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,959
Total interest from all sources2022-12-31$4,475
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$279,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$279,580
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$396,740
Participant contributions at end of year2022-12-31$23,370
Participant contributions at beginning of year2022-12-31$19,483
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,135,338
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,285,963
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,484,489
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,770,452
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$21,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,195,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,468,373
Interest on participant loans2022-12-31$1,102
Interest earned on other investments2022-12-31$3,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$265,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$147,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,327,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$160,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,770,356
Contract administrator fees2022-12-31$15,682
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 name2022-12-31WALZ GROUP
Accountancy firm EIN2022-12-31232489722
2021 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,415,233
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$330,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$296,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$591,726
Value of total assets at end of year2021-12-31$6,770,452
Value of total assets at beginning of year2021-12-31$5,686,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,938
Total interest from all sources2021-12-31$3,037
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$563,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$563,760
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$400,834
Participant contributions at end of year2021-12-31$19,483
Participant contributions at beginning of year2021-12-31$8,847
Participant contributions at beginning of year2021-12-31$14,069
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,135,338
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,076,646
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,084,250
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,770,452
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,686,202
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$20,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,468,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,433,868
Interest on participant loans2021-12-31$492
Interest earned on other investments2021-12-31$2,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$147,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$146,811
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$256,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$173,792
Employer contributions (assets) at beginning of year2021-12-31$5,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$292,894
Contract administrator fees2021-12-31$14,644
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WALZ GROUP
Accountancy firm EIN2021-12-31232489722
2020 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,164,747
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$980,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$958,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$523,064
Value of total assets at end of year2020-12-31$5,686,202
Value of total assets at beginning of year2020-12-31$5,502,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,639
Total interest from all sources2020-12-31$3,139
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$208,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$208,836
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$365,532
Participant contributions at end of year2020-12-31$8,847
Participant contributions at beginning of year2020-12-31$19,971
Participant contributions at end of year2020-12-31$14,069
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,076,646
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,300,557
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,191
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$111
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$183,786
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,686,202
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,502,416
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,433,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,057,697
Interest on participant loans2020-12-31$312
Interest earned on other investments2020-12-31$2,827
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$146,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$121,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$429,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$153,341
Employer contributions (assets) at end of year2020-12-31$5,961
Employer contributions (assets) at beginning of year2020-12-31$2,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$958,322
Contract administrator fees2020-12-31$22,639
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WALZ GROUP
Accountancy firm EIN2020-12-31232489722
2019 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,322,686
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$303,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$279,879
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$480,131
Value of total assets at end of year2019-12-31$5,502,416
Value of total assets at beginning of year2019-12-31$4,483,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,615
Total interest from all sources2019-12-31$1,368
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$285,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$285,536
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$328,129
Participant contributions at end of year2019-12-31$19,971
Participant contributions at beginning of year2019-12-31$29,419
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,300,557
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,233,073
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$111
Total non interest bearing cash at beginning of year2019-12-31$3
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$1,019,192
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,502,416
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,483,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,057,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,090,433
Interest on participant loans2019-12-31$1,368
Interest earned on other investments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$121,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$130,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$555,651
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$152,002
Employer contributions (assets) at end of year2019-12-31$2,644
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$279,879
Contract administrator fees2019-12-31$23,615
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SIMON LEVER LLC
Accountancy firm EIN2019-12-31231692578
2018 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$265,998
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$74,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$49,080
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$458,600
Value of total assets at end of year2018-12-31$4,483,224
Value of total assets at beginning of year2018-12-31$4,291,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,973
Total interest from all sources2018-12-31$1,630
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$227,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$227,055
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$318,674
Participant contributions at end of year2018-12-31$29,419
Participant contributions at beginning of year2018-12-31$7,002
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,233,073
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,167,913
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$3
Total non interest bearing cash at beginning of year2018-12-31$554
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$191,945
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,483,224
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,291,279
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,090,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,012,788
Interest on participant loans2018-12-31$1,630
Interest earned on other investments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$130,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$103,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-421,287
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$139,926
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$49,080
Contract administrator fees2018-12-31$24,973
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 name2018-12-31SIMON LEVER LLC
Accountancy firm EIN2018-12-31231692578
2017 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$974,470
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$367,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$350,291
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$462,969
Value of total assets at end of year2017-12-31$4,291,279
Value of total assets at beginning of year2017-12-31$3,684,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,648
Total interest from all sources2017-12-31$480
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$122,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$122,125
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$325,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$315,887
Participant contributions at end of year2017-12-31$7,002
Participant contributions at beginning of year2017-12-31$15,867
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,167,913
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,421,986
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,414
Other income not declared elsewhere2017-12-31$1,748
Total non interest bearing cash at end of year2017-12-31$554
Total non interest bearing cash at beginning of year2017-12-31$701
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$606,531
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,291,279
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,684,748
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,012,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,171,701
Interest on participant loans2017-12-31$480
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$103,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$74,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$387,148
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$142,668
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$350,291
Contract administrator fees2017-12-31$17,648
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 name2017-12-31SIMON LEVER LLC
Accountancy firm EIN2017-12-31231692578
2016 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$687,371
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$97,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$68,050
Value of total corrective distributions2016-12-31$13,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$454,806
Value of total assets at end of year2016-12-31$3,684,748
Value of total assets at beginning of year2016-12-31$3,094,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,413
Total interest from all sources2016-12-31$2,290
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$66,876
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$66,876
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$325,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$317,491
Participant contributions at end of year2016-12-31$15,867
Participant contributions at beginning of year2016-12-31$26,743
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,421,986
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,348,655
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,057
Total non interest bearing cash at end of year2016-12-31$701
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
Value of net income/loss2016-12-31$590,363
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,684,748
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,094,385
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,171,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,656,574
Interest on participant loans2016-12-31$924
Interest earned on other investments2016-12-31$1,366
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$74,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$62,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$163,399
Net investment gain or loss from common/collective trusts2016-12-31$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
Contributions received in cash from employer2016-12-31$136,258
Employer contributions (assets) at end of year2016-12-31$468
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$68,050
Contract administrator fees2016-12-31$15,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31WEINHOLD, NICKEL & COMPANY, LLP
Accountancy firm EIN2016-12-31231934726
2015 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$584,186
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$186,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$177,518
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$547,546
Value of total assets at end of year2015-12-31$3,094,385
Value of total assets at beginning of year2015-12-31$2,696,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,874
Total interest from all sources2015-12-31$3,321
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$81,872
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$81,872
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$325,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$387,038
Participant contributions at end of year2015-12-31$26,743
Participant contributions at beginning of year2015-12-31$31,126
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,348,655
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,366,683
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$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
Value of net income/loss2015-12-31$397,794
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,094,385
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,696,591
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,656,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,280,361
Interest on participant loans2015-12-31$1,217
Interest earned on other investments2015-12-31$2,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$62,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$18,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-48,553
Net investment gain or loss from common/collective trusts2015-12-31$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
Contributions received in cash from employer2015-12-31$160,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$177,518
Contract administrator fees2015-12-31$8,874
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
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 name2015-12-31WEINHOLD, NICKEL & COMPANY, LLP
Accountancy firm EIN2015-12-31231934726
2014 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 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$280,575
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$396,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$392,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$122,245
Value of total assets at end of year2014-12-31$2,696,591
Value of total assets at beginning of year2014-12-31$2,812,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,395
Total interest from all sources2014-12-31$1,899
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$225,000
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$102,364
Participant contributions at end of year2014-12-31$31,126
Participant contributions at beginning of year2014-12-31$43,192
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,366,683
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,422,306
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-115,437
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,696,591
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,812,028
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$1,280,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,329,194
Interest on participant loans2014-12-31$1,549
Interest earned on other investments2014-12-31$350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$18,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$156,431
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$392,617
Contract administrator fees2014-12-31$3,395
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 name2014-12-31WEINHOLD, NICKEL & COMPANY, LLP
Accountancy firm EIN2014-12-31231934726
2013 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 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$397,345
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$101,307
Value of total assets at end of year2013-12-31$2,812,028
Value of total assets at beginning of year2013-12-31$2,424,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,644
Total interest from all sources2013-12-31$2,363
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$225,000
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$101,307
Participant contributions at end of year2013-12-31$43,192
Participant contributions at beginning of year2013-12-31$24,606
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,422,306
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,355,445
Other income not declared elsewhere2013-12-31$4,674
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$387,475
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,812,028
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,424,553
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,329,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,025,827
Interest on participant loans2013-12-31$1,849
Interest earned on other investments2013-12-31$514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$17,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$18,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$289,001
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,226
Contract administrator fees2013-12-31$3,644
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 name2013-12-31WEINHOLD, NICKEL & COMPANY, LLP
Accountancy firm EIN2013-12-31231934726
2012 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$390,198
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$145,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$142,518
Value of total corrective distributions2012-12-31$2,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$240,564
Value of total assets at end of year2012-12-31$2,424,553
Value of total assets at beginning of year2012-12-31$2,180,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,087
Total interest from all sources2012-12-31$1,191
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$225,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$87,588
Participant contributions at end of year2012-12-31$24,606
Participant contributions at beginning of year2012-12-31$8,306
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,355,445
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,261,912
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$152,976
Other income not declared elsewhere2012-12-31$3,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$244,502
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,424,553
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,180,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,025,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$881,650
Interest on participant loans2012-12-31$389
Interest earned on other investments2012-12-31$802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$18,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$28,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$145,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$142,518
Contract administrator fees2012-12-31$1,087
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEINHOLD, NICKEL & COMPANY, LLP
Accountancy firm EIN2012-12-31231934726
2011 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$182,843
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$21,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$18,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$104,566
Value of total assets at end of year2011-12-31$2,180,051
Value of total assets at beginning of year2011-12-31$2,018,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,845
Total interest from all sources2011-12-31$1,082
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$225,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$79,343
Participant contributions at end of year2011-12-31$8,306
Participant contributions at beginning of year2011-12-31$3,292
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$2,974
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,261,912
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,199,182
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$100
Other income not declared elsewhere2011-12-31$3,275
Administrative expenses (other) incurred2011-12-31$2,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$161,311
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,180,051
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,018,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$881,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$786,523
Interest on participant loans2011-12-31$265
Interest earned on other investments2011-12-31$817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$28,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$26,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$73,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,687
Contract administrator fees2011-12-31$778
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEINHOLD, NICKEL & COMPANY, LLP
Accountancy firm EIN2011-12-31231934726
2010 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$197,566
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$78,701
Value of total assets at end of year2010-12-31$2,018,740
Value of total assets at beginning of year2010-12-31$1,826,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,094
Total interest from all sources2010-12-31$918
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$175,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$78,601
Participant contributions at end of year2010-12-31$3,292
Participant contributions at beginning of year2010-12-31$4,754
Participant contributions at end of year2010-12-31$2,974
Participant contributions at beginning of year2010-12-31$2,346
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,199,182
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,139,639
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$100
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$100
Other income not declared elsewhere2010-12-31$2,860
Administrative expenses (other) incurred2010-12-31$2,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$192,643
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,018,740
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,826,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$786,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$657,184
Interest on participant loans2010-12-31$171
Interest earned on other investments2010-12-31$747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$26,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$22,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$115,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,829
Contract administrator fees2010-12-31$50
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEINHOLD, NICKEL & COMPANY, LLP
Accountancy firm EIN2010-12-31231934726
2009 : BINKLEY & HURST LP 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BINKLEY & HURST LP 401(K) PLAN AND TRUST

2022: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedYes
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: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedYes
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: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: BINKLEY & HURST LP 401(K) PLAN AND TRUST 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: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 benefit arrangement – InsuranceYes
2013: BINKLEY & HURST LP 401(K) PLAN AND TRUST 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: BINKLEY & HURST LP 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered166
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 $0
Are there contracts with allocated funds for individual policies?1
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered181
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered173
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered174
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,078
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $13,078
Insurance broker organization code?3
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered179
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,675
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $11,675
Insurance broker organization code?3
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered199
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,114
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $11,114
Insurance broker organization code?3
Insurance broker nameJOHN LAUER II
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered197
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,892
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $4,892
Insurance broker organization code?3
Insurance broker nameJOHN LAUER II
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered203
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Insurance broker organization code?3
Insurance broker nameMEREDITH MILLER
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered181
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Insurance broker organization code?3
Insurance broker nameMEREDITH MILLER
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered167
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,533
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 Administration1
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $3,533
Insurance broker organization code?3
Insurance broker nameMEREDITH MILLER
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered149
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,072
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 Administration1
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?No
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-7025-6
Policy instance 1
Insurance contract or identification number037-7025-6
Number of Individuals Covered143
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,844
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 Administration1
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?No
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
Commission paid to Insurance BrokerUSD $3,844
Insurance broker organization code?3
Insurance broker nameMEREDITH MILLER

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3