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C.M. ALMY & SON RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameC.M. ALMY & SON RETIREMENT SAVINGS PLAN
Plan identification number 002

C.M. ALMY & SON RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

C.M. ALMY & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name:C.M. ALMY & SON, INC.
Employer identification number (EIN):133325364
NAIC Classification:454110
NAIC Description:Electronic Shopping and Mail-Order Houses

Additional information about C.M. ALMY & SON, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1986-01-16
Company Identification Number: 1050759
Legal Registered Office Address: JOSEPH P. CARLUCCI
445 HAMILTON AVENUE, 14TH FL
WHITE PLAINS
United States of America (USA)
10601

More information about C.M. ALMY & SON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C.M. ALMY & SON RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEPHEN FENDLER2024-07-01
0022022-01-01
0022022-01-01MIKE MCGOWN
0022021-01-01
0022021-01-01MIKE MCGOWN
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SUSAN HEARTY MICHAEL MCGOWN2018-08-07
0022016-01-01SUSAN HEARTY MICHAEL MCGOWN2017-08-01
0022015-01-01SUSAN HEARTY MICHAEL MCGOWN2016-09-07
0022015-01-01SUSAN HEARTY MICHAEL MCGOWN2016-09-19
0022014-01-01SUSAN HEARTY MICHAEL MCGOWN2015-10-02
0022014-01-01SUSAN HEARTY SUSAN HEARTY2015-09-30
0022013-01-01SUSAN HEARTY MICHAEL MCGOWN2014-10-03
0022012-01-01SUSAN HEARTY MICHAEL MCGOWN2013-10-01
0022011-01-01MICHAEL MCGOWN SUSAN HEARTY2012-10-11
0022009-01-01SUSAN HEARTY MICHAEL MCGOWN2010-10-14

Financial Data on C.M. ALMY & SON RETIREMENT SAVINGS PLAN

Measure Date Value
2024 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-0114612129
Net assets as of the end of the plan year2024-07-010
Total assets as of the beginning of the plan year2024-07-0113636766
Value of plan covered by a fidelity bond2024-07-01500000
Participant contributions to plan in this plan year2024-07-01238295
Other expenses paid from plan in this plan year2024-07-0133242
Other income to plan in this plan year2024-07-01673399
Plan net income in this plan year2024-07-01-13636766
Net assets as of the end of the plan year2024-07-010
Net assets as of the beginning of the plan year2024-07-0113636766
Employer contributions to plan in this plan year2024-07-0163669
2022 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,396,900
Total of all expenses incurred2022-12-31$741,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$665,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$706,710
Value of total assets at end of year2022-12-31$13,636,766
Value of total assets at beginning of year2022-12-31$15,774,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,074
Total interest from all sources2022-12-31$4,846
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$445,497
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$445,497
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$411,004
Participant contributions at end of year2022-12-31$35,946
Participant contributions at beginning of year2022-12-31$57,512
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$178,329
Administrative expenses (other) incurred2022-12-31$76,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,138,089
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,636,766
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,774,855
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,791,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,275,350
Interest on participant loans2022-12-31$4,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,809,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,441,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,553,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$117,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$665,115
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
Total income from all sources (including contributions)2022-01-01$-1,396,900
Total of all expenses incurred2022-01-01$741,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$665,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$706,710
Value of total assets at end of year2022-01-01$13,636,766
Value of total assets at beginning of year2022-01-01$15,774,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$76,074
Total interest from all sources2022-01-01$4,846
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$445,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$445,497
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$411,004
Participant contributions at end of year2022-01-01$35,946
Participant contributions at beginning of year2022-01-01$57,512
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$178,329
Administrative expenses (other) incurred2022-01-01$76,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,138,089
Value of net assets at end of year (total assets less liabilities)2022-01-01$13,636,766
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$15,774,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$10,791,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$13,275,350
Interest on participant loans2022-01-01$4,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$2,809,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$2,441,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,553,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$117,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$665,115
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CARON & BLETZER, PLLC
Accountancy firm EIN2022-01-01043499945
2021 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,012
Total income from all sources (including contributions)2021-12-31$2,403,324
Total of all expenses incurred2021-12-31$2,363,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,257,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$377,529
Value of total assets at end of year2021-12-31$15,774,855
Value of total assets at beginning of year2021-12-31$15,736,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$105,992
Total interest from all sources2021-12-31$6,858
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$768,056
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$768,056
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$349,440
Participant contributions at end of year2021-12-31$57,512
Participant contributions at beginning of year2021-12-31$192,495
Participant contributions at beginning of year2021-12-31$3,710
Administrative expenses (other) incurred2021-12-31$105,992
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$40,178
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,774,855
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,734,677
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,275,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,233,957
Interest on participant loans2021-12-31$6,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,441,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,306,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,250,881
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$28,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,257,154
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,012
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 name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,012
Total income from all sources (including contributions)2020-12-31$1,812,709
Total of all expenses incurred2020-12-31$1,649,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,647,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$373,534
Value of total assets at end of year2020-12-31$15,736,689
Value of total assets at beginning of year2020-12-31$15,571,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,879
Total interest from all sources2020-12-31$6,737
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$440,691
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$440,691
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$331,425
Participant contributions at end of year2020-12-31$192,495
Participant contributions at beginning of year2020-12-31$260,479
Participant contributions at end of year2020-12-31$3,710
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,190
Other income not declared elsewhere2020-12-31$1,859
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$163,524
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,734,677
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,571,153
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$13,233,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,392,766
Interest on participant loans2020-12-31$6,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,306,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,917,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$989,888
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$40,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,647,306
Contract administrator fees2020-12-31$1,879
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,012
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 name2020-12-31RMS US LLP
Accountancy firm EIN2020-12-31420714325
2019 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$468
Total income from all sources (including contributions)2019-12-31$3,316,136
Total income from all sources (including contributions)2019-12-31$3,316,136
Total of all expenses incurred2019-12-31$698,022
Total of all expenses incurred2019-12-31$698,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$696,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$696,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$576,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$576,595
Value of total assets at end of year2019-12-31$15,571,153
Value of total assets at end of year2019-12-31$15,571,153
Value of total assets at beginning of year2019-12-31$12,953,507
Value of total assets at beginning of year2019-12-31$12,953,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,617
Total interest from all sources2019-12-31$39,783
Total interest from all sources2019-12-31$39,783
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$471,880
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$471,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$471,880
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$471,880
Administrative expenses professional fees incurred2019-12-31$1,617
Administrative expenses professional fees incurred2019-12-31$1,617
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$431,172
Contributions received from participants2019-12-31$431,172
Participant contributions at end of year2019-12-31$260,479
Participant contributions at end of year2019-12-31$260,479
Participant contributions at beginning of year2019-12-31$252,354
Participant contributions at beginning of year2019-12-31$252,354
Participant contributions at beginning of year2019-12-31$13,032
Participant contributions at beginning of year2019-12-31$13,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,618,114
Value of net income/loss2019-12-31$2,618,114
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,571,153
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,571,153
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,953,039
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,953,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,392,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,392,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,857,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,857,965
Interest on participant loans2019-12-31$13,151
Interest on participant loans2019-12-31$13,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$26,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$26,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,917,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,917,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,825,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,825,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,227,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,227,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$145,423
Contributions received in cash from employer2019-12-31$145,423
Employer contributions (assets) at beginning of year2019-12-31$4,321
Employer contributions (assets) at beginning of year2019-12-31$4,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$696,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$696,405
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,131
Total income from all sources (including contributions)2018-12-31$-233,784
Total of all expenses incurred2018-12-31$356,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$354,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$595,486
Value of total assets at end of year2018-12-31$12,953,507
Value of total assets at beginning of year2018-12-31$13,543,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,549
Total interest from all sources2018-12-31$37,097
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$585,650
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$585,650
Administrative expenses professional fees incurred2018-12-31$1,549
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$436,526
Participant contributions at end of year2018-12-31$252,354
Participant contributions at beginning of year2018-12-31$229,114
Participant contributions at end of year2018-12-31$13,032
Participant contributions at beginning of year2018-12-31$11,117
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,131
Other income not declared elsewhere2018-12-31$4,273
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-589,792
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,953,039
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,542,831
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$10,857,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,382,032
Interest on participant loans2018-12-31$12,458
Interest earned on other investments2018-12-31$24,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,825,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,917,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,456,290
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$158,584
Employer contributions (assets) at end of year2018-12-31$4,321
Employer contributions (assets) at beginning of year2018-12-31$4,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$354,459
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,131
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$52
Total income from all sources (including contributions)2017-12-31$2,482,620
Total of all expenses incurred2017-12-31$748,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$746,022
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$1,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$622,872
Value of total assets at end of year2017-12-31$13,543,962
Value of total assets at beginning of year2017-12-31$11,809,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,575
Total interest from all sources2017-12-31$8,626
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$364,716
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$364,716
Administrative expenses professional fees incurred2017-12-31$1,575
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$410,688
Participant contributions at end of year2017-12-31$229,114
Participant contributions at beginning of year2017-12-31$217,338
Participant contributions at end of year2017-12-31$11,117
Participant contributions at beginning of year2017-12-31$9,420
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$54,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$52
Other income not declared elsewhere2017-12-31$5,977
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,733,689
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,542,831
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,809,142
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$11,382,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,578,122
Interest on participant loans2017-12-31$8,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,917,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,000,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,480,429
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$157,699
Employer contributions (assets) at end of year2017-12-31$4,138
Employer contributions (assets) at beginning of year2017-12-31$3,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$746,022
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,415,962
Total of all expenses incurred2016-12-31$769,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$767,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$549,610
Value of total assets at end of year2016-12-31$11,809,194
Value of total assets at beginning of year2016-12-31$11,162,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,505
Total interest from all sources2016-12-31$34,934
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$316,795
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$316,795
Administrative expenses professional fees incurred2016-12-31$1,505
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$395,436
Participant contributions at end of year2016-12-31$217,338
Participant contributions at beginning of year2016-12-31$209,606
Participant contributions at end of year2016-12-31$9,420
Participant contributions at beginning of year2016-12-31$11,426
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,304
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$52
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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$646,875
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,809,142
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,162,267
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$9,578,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,984,486
Interest on participant loans2016-12-31$8,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$26,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,000,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,952,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$514,623
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$128,870
Employer contributions (assets) at end of year2016-12-31$3,817
Employer contributions (assets) at beginning of year2016-12-31$3,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$767,582
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at end 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$536,934
Total of all expenses incurred2015-12-31$891,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$888,337
Value of total corrective distributions2015-12-31$1,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$533,383
Value of total assets at end of year2015-12-31$11,162,267
Value of total assets at beginning of year2015-12-31$11,516,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,741
Total interest from all sources2015-12-31$8,085
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$470,151
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$470,151
Administrative expenses professional fees incurred2015-12-31$294
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$345,822
Participant contributions at end of year2015-12-31$209,606
Participant contributions at beginning of year2015-12-31$161,368
Participant contributions at end of year2015-12-31$11,426
Participant contributions at beginning of year2015-12-31$11,039
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$49,717
Assets. Loans (other than to participants) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other income not declared elsewhere2015-12-31$13,175
Administrative expenses (other) incurred2015-12-31$1,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-354,587
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,162,267
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,516,854
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$8,984,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,817,414
Interest on participant loans2015-12-31$8,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,952,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,524,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-487,860
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 assets2015-12-31Yes
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$137,844
Employer contributions (assets) at end of year2015-12-31$3,847
Employer contributions (assets) at beginning of year2015-12-31$2,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$888,337
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,056,926
Total of all expenses incurred2014-12-31$451,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$450,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$482,332
Value of total assets at end of year2014-12-31$11,516,854
Value of total assets at beginning of year2014-12-31$10,911,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,286
Total interest from all sources2014-12-31$6,981
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$451,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$451,037
Administrative expenses professional fees incurred2014-12-31$1,286
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$317,268
Participant contributions at end of year2014-12-31$161,368
Participant contributions at beginning of year2014-12-31$162,891
Participant contributions at end of year2014-12-31$11,039
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$44,028
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$605,084
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,516,854
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,911,770
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$8,817,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,151,546
Interest on participant loans2014-12-31$6,981
Interest earned on other investments2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,524,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,572,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$116,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$121,036
Employer contributions (assets) at end of year2014-12-31$2,972
Employer contributions (assets) at beginning of year2014-12-31$24,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$450,556
Contract administrator fees2014-12-31$0
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,263,543
Total of all expenses incurred2013-12-31$769,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$755,066
Expenses. Certain deemed distributions of participant loans2013-12-31$12,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$435,926
Value of total assets at end of year2013-12-31$10,911,770
Value of total assets at beginning of year2013-12-31$9,417,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,140
Total interest from all sources2013-12-31$7,946
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$396,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$396,559
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$289,961
Participant contributions at end of year2013-12-31$162,891
Participant contributions at beginning of year2013-12-31$212,331
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,494,406
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,911,770
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,417,364
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$8,151,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,906,469
Income. Interest from loans (other than to participants)2013-12-31$7,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,572,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,298,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,423,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$138,387
Employer contributions (assets) at end of year2013-12-31$24,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$755,066
Contract administrator fees2013-12-31$1,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,385,869
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$391,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$390,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$429,311
Value of total assets at end of year2012-12-31$9,417,364
Value of total assets at beginning of year2012-12-31$8,422,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$900
Total interest from all sources2012-12-31$76,937
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
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$282,403
Participant contributions at end of year2012-12-31$212,331
Participant contributions at beginning of year2012-12-31$209,156
Other income not declared elsewhere2012-12-31$29
Administrative expenses (other) incurred2012-12-31$900
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$994,754
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,417,364
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,422,610
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$6,906,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,961,900
Interest on participant loans2012-12-31$9,520
Interest earned on other investments2012-12-31$67,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,298,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,251,554
Net investment gain/loss from pooled separate accounts2012-12-31$879,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$146,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$390,215
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$424,040
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$574,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$573,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$487,356
Value of total assets at end of year2011-12-31$8,422,610
Value of total assets at beginning of year2011-12-31$8,573,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,637
Total interest from all sources2011-12-31$78,913
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$276,714
Participant contributions at end of year2011-12-31$209,156
Participant contributions at beginning of year2011-12-31$202,575
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$99,844
Administrative expenses (other) incurred2011-12-31$1,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-150,622
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,422,610
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,573,232
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$5,961,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,955,294
Interest on participant loans2011-12-31$10,345
Interest earned on other investments2011-12-31$68,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,251,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,415,363
Net investment gain/loss from pooled separate accounts2011-12-31$-142,229
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$110,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$573,025
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$1,241,984
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$482,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$481,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$373,528
Value of total assets at end of year2010-12-31$8,573,232
Value of total assets at beginning of year2010-12-31$7,813,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$950
Total interest from all sources2010-12-31$91,071
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$255,671
Participant contributions at end of year2010-12-31$202,575
Participant contributions at beginning of year2010-12-31$261,573
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$37,723
Other income not declared elsewhere2010-12-31$439
Administrative expenses (other) incurred2010-12-31$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$759,331
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,573,232
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,813,901
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$5,955,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,935,010
Interest on participant loans2010-12-31$14,712
Interest earned on other investments2010-12-31$76,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,415,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,617,318
Net investment gain/loss from pooled separate accounts2010-12-31$776,946
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$80,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$481,703
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for C.M. ALMY & SON RETIREMENT SAVINGS PLAN

2022: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: C.M. ALMY & SON RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number336232-01
Policy instance 1
Insurance contract or identification number336232-01
Number of Individuals Covered52
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number336232-01
Policy instance 1
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number336232-01
Policy instance 1
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number336232-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336232-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336232-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336232-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336232-01
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9196
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336232-01
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9196
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9196
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9196
Policy instance 1

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