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Plan Name | POTTER LUMBER COMPANY, INC. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | POTTER LUMBER COMPANY, INC. |
Employer identification number (EIN): | 160838610 |
NAIC Classification: | 321210 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-11-01 | DAVID POTTER | 2016-08-01 | ||
001 | 2013-11-01 | DAVID POTTER | 2015-07-22 | ||
001 | 2012-11-01 | DAVID POTTER | 2014-04-23 | ||
001 | 2011-11-01 | DAVID POTTER | 2013-02-11 | ||
001 | 2010-11-01 | DAVID POTTER | |||
001 | 2009-11-01 | ROBERT G. POTTER |
Measure | Date | Value |
---|---|---|
2010: POTTER LUMBER COMPANY, INC. PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-11-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 33 |
Number of retired or separated participants receiving benefits | 2010-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 7 |
Total of all active and inactive participants | 2010-11-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 0 |
Total participants | 2010-11-01 | 40 |
Number of participants with account balances | 2010-11-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 0 |
2009: POTTER LUMBER COMPANY, INC. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-11-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 32 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 7 |
Total of all active and inactive participants | 2009-11-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
Total participants | 2009-11-01 | 39 |
Number of participants with account balances | 2009-11-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : POTTER LUMBER COMPANY, INC. PROFIT SHARING PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-10-31 | $0 |
Total plan liabilities at beginning of year | 2011-10-31 | $186 |
Total income from all sources | 2011-10-31 | $150,406 |
Expenses. Total of all expenses incurred | 2011-10-31 | $179,714 |
Benefits paid (including direct rollovers) | 2011-10-31 | $149,420 |
Total plan assets at end of year | 2011-10-31 | $3,331,130 |
Total plan assets at beginning of year | 2011-10-31 | $3,360,624 |
Value of fidelity bond covering the plan | 2011-10-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2011-10-31 | $15,691 |
Other income received | 2011-10-31 | $150,406 |
Net income (gross income less expenses) | 2011-10-31 | $-29,308 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $3,331,130 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $3,360,438 |
Assets. Value of participant loans | 2011-10-31 | $194 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $14,603 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-10-31 | $0 |
2010 : POTTER LUMBER COMPANY, INC. PROFIT SHARING PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |
2010: POTTER LUMBER COMPANY, INC. PROFIT SHARING PLAN 2010 form 5500 responses | ||
---|---|---|
2010-11-01 | Type of plan entity | Single employer plan |
2010-11-01 | Submission has been amended | No |
2010-11-01 | This submission is the final filing | No |
2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-11-01 | Plan is a collectively bargained plan | No |
2010-11-01 | Plan funding arrangement – Insurance | Yes |
2010-11-01 | Plan funding arrangement – Trust | Yes |
2010-11-01 | Plan benefit arrangement – Insurance | Yes |
2010-11-01 | Plan benefit arrangement - Trust | Yes |
2009: POTTER LUMBER COMPANY, INC. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Insurance | Yes |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement – Insurance | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | E00080231 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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