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NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameNEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

NEIGHBORS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEIGHBORS & ASSOCIATES, INC.
Employer identification number (EIN):161661531
NAIC Classification:332400

Additional information about NEIGHBORS & ASSOCIATES, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2001-02-08
Company Identification Number: 20011208809
Legal Registered Office Address: 701 S CARSON ST STE 200

CARSON CITY
United States of America (USA)
89701

More information about NEIGHBORS & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DENNIS BANNING DENNIS BANNING2018-10-15
0022016-01-01DENNIS BANNING DENNIS BANNING2017-10-16
0022016-01-01DENNIS BANNING DENNIS BANNING2018-02-12
0022015-01-01DENNIS BANNING DENNIS BANNING2017-04-10
0022015-01-01DENNIS BANNING DENNIS BANNING2016-10-17
0022014-01-01DENNIS BANNING DENNIS BANNING2015-12-14
0022014-01-01DENNIS BANNING DENNIS BANNING2015-10-09

Plan Statistics for NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01556
Total number of active participants reported on line 7a of the Form 55002022-01-01391
Number of other retired or separated participants entitled to future benefits2022-01-01166
Total of all active and inactive participants2022-01-01557
Total participants2022-01-01557
Number of participants with account balances2022-01-01557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0143
2021: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01628
Total number of active participants reported on line 7a of the Form 55002021-01-01360
Number of other retired or separated participants entitled to future benefits2021-01-01152
Total of all active and inactive participants2021-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01513
Number of participants with account balances2021-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0134
2020: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01697
Total number of active participants reported on line 7a of the Form 55002020-01-01503
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01115
Total of all active and inactive participants2020-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01619
Number of participants with account balances2020-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0136
2019: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01664
Total number of active participants reported on line 7a of the Form 55002019-01-01586
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-01687
Total participants2019-01-01687
Number of participants with account balances2019-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0149
2018: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01605
Total number of active participants reported on line 7a of the Form 55002018-01-01559
Number of other retired or separated participants entitled to future benefits2018-01-0192
Total of all active and inactive participants2018-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01653
Number of participants with account balances2018-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0155
2017: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01549
Total number of active participants reported on line 7a of the Form 55002017-01-01436
Number of other retired or separated participants entitled to future benefits2017-01-01159
Total of all active and inactive participants2017-01-01595
Total participants2017-01-01595
Number of participants with account balances2017-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0152
2016: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01534
Total number of active participants reported on line 7a of the Form 55002016-01-01412
Number of other retired or separated participants entitled to future benefits2016-01-01126
Total of all active and inactive participants2016-01-01538
Total participants2016-01-01538
Number of participants with account balances2016-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01143
2015: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01395
Total number of active participants reported on line 7a of the Form 55002015-01-01464
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01514
Total participants2015-01-01514
Number of participants with account balances2015-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0191
2014: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01266
Total number of active participants reported on line 7a of the Form 55002014-01-01299
Total of all active and inactive participants2014-01-01299
Total participants2014-01-01299
Number of participants with account balances2014-01-010

Financial Data on NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$6,724,689
Total unrealized appreciation/depreciation of assets2022-12-31$6,724,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$579,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$626,448
Expenses. Interest paid2022-12-31$15,636
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$15,636
Total income from all sources (including contributions)2022-12-31$6,895,122
Total of all expenses incurred2022-12-31$119,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$104,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$170,324
Value of total assets at end of year2022-12-31$30,874,656
Value of total assets at beginning of year2022-12-31$24,146,626
Total interest from all sources2022-12-31$109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
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$6,775,209
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,295,387
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,520,178
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 bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$109
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
Assets. Invements in employer securities at end of year2022-12-31$30,861,355
Assets. Invements in employer securities at beginning of year2022-12-31$24,136,666
Contributions received in cash from employer2022-12-31$170,324
Employer contributions (assets) at end of year2022-12-31$2,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$104,277
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,914
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,282
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$576,355
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$624,166
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KCOE ISOM, LLP
Accountancy firm EIN2022-12-31942222122
2021 : NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,524,442
Total unrealized appreciation/depreciation of assets2021-12-31$3,524,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$626,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$663,428
Expenses. Interest paid2021-12-31$25,389
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$25,389
Total income from all sources (including contributions)2021-12-31$3,738,897
Total of all expenses incurred2021-12-31$175,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$149,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$214,453
Value of total assets at end of year2021-12-31$24,146,626
Value of total assets at beginning of year2021-12-31$20,619,870
Total interest from all sources2021-12-31$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,563,736
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,520,178
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,956,442
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 bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2
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
Assets. Invements in employer securities at end of year2021-12-31$24,136,666
Assets. Invements in employer securities at beginning of year2021-12-31$20,612,224
Contributions received in cash from employer2021-12-31$214,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$149,772
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,282
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,204
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$624,166
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$662,224
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KCOE ISOM, LLP
Accountancy firm EIN2021-12-31480567703
2020 : NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$10,632,614
Total unrealized appreciation/depreciation of assets2020-12-31$10,632,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$663,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$747,180
Expenses. Interest paid2020-12-31$8,561
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$8,561
Total income from all sources (including contributions)2020-12-31$10,733,802
Total of all expenses incurred2020-12-31$39,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$31,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$101,174
Value of total assets at end of year2020-12-31$20,619,870
Value of total assets at beginning of year2020-12-31$10,009,799
Total interest from all sources2020-12-31$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
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$10,693,823
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,956,442
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,262,619
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 bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$14
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
Assets. Invements in employer securities at end of year2020-12-31$20,612,224
Assets. Invements in employer securities at beginning of year2020-12-31$9,979,611
Contributions received in cash from employer2020-12-31$101,174
Employer contributions (assets) at beginning of year2020-12-31$28,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$31,418
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,204
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$30,069
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$662,224
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$717,111
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KCOE ISOM, LLP
Accountancy firm EIN2020-12-31480567703
2019 : NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-2,183,179
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-2,183,179
Total unrealized appreciation/depreciation of assets2019-12-31$-2,183,179
Total unrealized appreciation/depreciation of assets2019-12-31$-2,183,179
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$747,180
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$747,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$820,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$820,827
Expenses. Interest paid2019-12-31$18,972
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$18,972
Expenses. Interest paid2019-12-31$18,972
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$18,972
Total income from all sources (including contributions)2019-12-31$-2,090,752
Total income from all sources (including contributions)2019-12-31$-2,090,752
Total of all expenses incurred2019-12-31$51,471
Total of all expenses incurred2019-12-31$51,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$32,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$32,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$92,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$92,312
Value of total assets at end of year2019-12-31$10,009,799
Value of total assets at end of year2019-12-31$10,009,799
Value of total assets at beginning of year2019-12-31$12,225,669
Value of total assets at beginning of year2019-12-31$12,225,669
Total interest from all sources2019-12-31$115
Total interest from all sources2019-12-31$115
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
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-2,142,223
Value of net income/loss2019-12-31$-2,142,223
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,262,619
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,262,619
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,404,842
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,404,842
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 bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$64,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$64,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$64,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$64,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$115
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
Assets. Invements in employer securities at end of year2019-12-31$9,979,611
Assets. Invements in employer securities at end of year2019-12-31$9,979,611
Assets. Invements in employer securities at beginning of year2019-12-31$12,161,586
Assets. Invements in employer securities at beginning of year2019-12-31$12,161,586
Contributions received in cash from employer2019-12-31$92,312
Contributions received in cash from employer2019-12-31$92,312
Employer contributions (assets) at end of year2019-12-31$28,865
Employer contributions (assets) at end of year2019-12-31$28,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$32,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$32,499
Liabilities. Value of benefit claims payable at end of year2019-12-31$30,069
Liabilities. Value of benefit claims payable at end of year2019-12-31$30,069
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$59,241
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$59,241
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$717,111
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$717,111
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$761,586
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$761,586
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KCOE ISOM, LLP
Accountancy firm name2019-12-31KCOE ISOM, LLP
Accountancy firm EIN2019-12-31480567703
Accountancy firm EIN2019-12-31480567703
2018 : NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$4,231,170
Total unrealized appreciation/depreciation of assets2018-12-31$4,231,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$820,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$805,416
Expenses. Interest paid2018-12-31$19,617
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$19,617
Total income from all sources (including contributions)2018-12-31$4,358,700
Total of all expenses incurred2018-12-31$78,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$59,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$127,526
Value of total assets at end of year2018-12-31$12,225,669
Value of total assets at beginning of year2018-12-31$7,930,416
Total interest from all sources2018-12-31$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
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$4,279,842
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,404,842
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,125,000
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 bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$64,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4
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
Assets. Invements in employer securities at end of year2018-12-31$12,161,586
Assets. Invements in employer securities at beginning of year2018-12-31$7,930,416
Contributions received in cash from employer2018-12-31$127,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$59,241
Liabilities. Value of benefit claims payable at end of year2018-12-31$59,241
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$761,586
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$805,416
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KCOE ISOM, LLP
Accountancy firm EIN2018-12-31480567703
2017 : NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,957,724
Total unrealized appreciation/depreciation of assets2017-12-31$5,957,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$805,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$847,692
Expenses. Interest paid2017-12-31$21,171
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$21,171
Total income from all sources (including contributions)2017-12-31$6,021,171
Total of all expenses incurred2017-12-31$21,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$63,447
Value of total assets at end of year2017-12-31$7,930,416
Value of total assets at beginning of year2017-12-31$1,972,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
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$6,000,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,125,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,125,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
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
Assets. Invements in employer securities at end of year2017-12-31$7,930,416
Assets. Invements in employer securities at beginning of year2017-12-31$1,972,692
Contributions received in cash from employer2017-12-31$63,447
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
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$805,416
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$847,692
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KCOE ISOM, LLP
Accountancy firm EIN2017-12-31480567703
2016 : NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-42,140
Total unrealized appreciation/depreciation of assets2016-12-31$-42,140
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$847,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$889,832
Expenses. Interest paid2016-12-31$21,307
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$21,307
Total income from all sources (including contributions)2016-12-31$21,307
Total of all expenses incurred2016-12-31$21,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$63,447
Value of total assets at end of year2016-12-31$1,845,192
Value of total assets at beginning of year2016-12-31$1,887,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
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$0
Value of net assets at end of year (total assets less liabilities)2016-12-31$997,500
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$997,500
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
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
Assets. Invements in employer securities at end of year2016-12-31$1,845,192
Assets. Invements in employer securities at beginning of year2016-12-31$1,887,332
Contributions received in cash from employer2016-12-31$63,447
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$847,692
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$889,832
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KCOE ISOM, LLP
Accountancy firm EIN2016-12-31480567703
2015 : NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$887,332
Total unrealized appreciation/depreciation of assets2015-12-31$887,332
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$889,832
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$16,727
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$16,727
Total income from all sources (including contributions)2015-12-31$1,014,227
Total of all expenses incurred2015-12-31$16,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$126,895
Value of total assets at end of year2015-12-31$1,887,332
Value of total assets at beginning of year2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
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
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$997,500
Value of net assets at end of year (total assets less liabilities)2015-12-31$997,500
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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
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
Assets. Invements in employer securities at end of year2015-12-31$1,887,332
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$126,895
Employer contributions (assets) at beginning of year2015-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$889,832
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KCOE ISOM, LLP
Accountancy firm EIN2015-12-31480567703
2014 : NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$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 bond2014-12-31No
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
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$0
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
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
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
Assets. Invements in employer securities at end of year2014-12-31$0
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KCOE ISOM, LLP
Accountancy firm EIN2014-12-31480567703

Form 5500 Responses for NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes

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