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WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 401k Plan overview

Plan NameWELLBORN FOREST PRODUCTS, INC. 401(K) PLAN
Plan identification number 001

WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

WELLBORN FOREST PRODUCTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WELLBORN FOREST PRODUCTS, INC.
Employer identification number (EIN):205872901
NAIC Classification:321900

Additional information about WELLBORN FOREST PRODUCTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-05-25
Company Identification Number: 0803027997
Legal Registered Office Address: 2212 AIRPORT BLVD

ALEX CITY
United States of America (USA)
35010

More information about WELLBORN FOREST PRODUCTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN HOWARD
0012016-01-01JOHN HOWARD
0012015-01-01JOHN M HOWARD
0012014-01-01JOHN HOWARD
0012014-01-01JOHN HOWARD
0012013-01-01WILLIAM WILBANKS
0012012-01-01TAMMY WALKER TAMMY WALKER2013-10-15
0012011-01-01TAMMY WALKER
0012010-01-01TAMMY WALKER
0012009-01-01TAMMY WALKER TAMMY WALKER2010-10-15
0012009-01-01TAMMY WALKER TAMMY WALKER2010-10-15
0012009-01-01TAMMY WALKER
0012009-01-01TAMMY WALKER TAMMY WALKER2010-10-14
0012009-01-01TAMMY WALKER

Plan Statistics for WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN

401k plan membership statisitcs for WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN

Measure Date Value
2022: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01602
Total number of active participants reported on line 7a of the Form 55002022-01-01550
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01113
Total of all active and inactive participants2022-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01663
Number of participants with account balances2022-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01322
Total number of active participants reported on line 7a of the Form 55002021-01-01270
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01310
Number of participants with account balances2021-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01252
Total number of active participants reported on line 7a of the Form 55002020-01-01267
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01297
Number of participants with account balances2020-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01252
Total number of active participants reported on line 7a of the Form 55002019-01-01232
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01255
Number of participants with account balances2019-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01265
Total number of active participants reported on line 7a of the Form 55002018-01-01221
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01243
Number of participants with account balances2018-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01249
Total number of active participants reported on line 7a of the Form 55002017-01-01193
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01219
Number of participants with account balances2017-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01241
Total number of active participants reported on line 7a of the Form 55002016-01-01214
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01233
Number of participants with account balances2016-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01181
Total number of active participants reported on line 7a of the Form 55002015-01-01204
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01221
Number of participants with account balances2015-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01173
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01171
Number of participants with account balances2014-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01134
Total number of active participants reported on line 7a of the Form 55002013-01-01140
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01151
Number of participants with account balances2013-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01135
Total number of active participants reported on line 7a of the Form 55002012-01-01119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01134
Number of participants with account balances2012-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01136
Total number of active participants reported on line 7a of the Form 55002011-01-01121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01135
Number of participants with account balances2011-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01168
Total number of active participants reported on line 7a of the Form 55002010-01-01115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01136
Number of participants with account balances2010-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01250
Total number of active participants reported on line 7a of the Form 55002009-01-01147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01168
Number of participants with account balances2009-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN

Measure Date Value
2022 : WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$2,746,027
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$145,721
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,047,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$978,760
Expenses. Certain deemed distributions of participant loans2022-12-31$51,508
Value of total corrective distributions2022-12-31$7,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,381,331
Value of total assets at end of year2022-12-31$6,740,243
Value of total assets at beginning of year2022-12-31$4,895,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,939
Total interest from all sources2022-12-31$8,922
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$161,696
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$161,696
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$490,000
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$682,244
Participant contributions at end of year2022-12-31$168,115
Participant contributions at beginning of year2022-12-31$202,191
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$227,937
Administrative expenses (other) incurred2022-12-31$8,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-901,419
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,740,243
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,895,635
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$6,572,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,693,444
Interest on participant loans2022-12-31$8,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,406,228
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$471,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$978,760
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 name2022-12-31BMSS LLC
Accountancy firm EIN2022-12-31461498870
2021 : WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,064,010
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$107,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$100,000
Expenses. Certain deemed distributions of participant loans2021-12-31$5,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$456,993
Value of total assets at end of year2021-12-31$4,895,635
Value of total assets at beginning of year2021-12-31$3,938,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,305
Total interest from all sources2021-12-31$9,870
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$378,161
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$378,161
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$394,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$281,605
Participant contributions at end of year2021-12-31$202,191
Participant contributions at beginning of year2021-12-31$171,361
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,810
Administrative expenses (other) incurred2021-12-31$1,305
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$956,976
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,895,635
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,938,659
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$4,693,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,767,298
Interest on participant loans2021-12-31$9,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$218,986
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$152,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$100,000
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 name2021-12-31BMSS LLC
Accountancy firm EIN2021-12-31461498870
2020 : WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$964,581
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$350,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$347,462
Expenses. Certain deemed distributions of participant loans2020-12-31$1,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$398,342
Value of total assets at end of year2020-12-31$3,938,659
Value of total assets at beginning of year2020-12-31$3,324,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,095
Total interest from all sources2020-12-31$6,807
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$82,246
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$82,246
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$333,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$254,529
Participant contributions at end of year2020-12-31$171,361
Participant contributions at beginning of year2020-12-31$89,574
Administrative expenses (other) incurred2020-12-31$1,095
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$614,344
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,938,659
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,324,315
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$3,767,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,234,741
Interest on participant loans2020-12-31$6,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$477,186
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$143,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$347,462
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 name2020-12-31BARFIELD MURPHY SHANK & SMITH PC
Accountancy firm EIN2020-12-31631077072
2019 : WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$932,257
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$114,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$112,124
Expenses. Certain deemed distributions of participant loans2019-12-31$388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$357,725
Value of total assets at end of year2019-12-31$3,324,315
Value of total assets at beginning of year2019-12-31$2,506,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,815
Total interest from all sources2019-12-31$5,991
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$71,285
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$71,285
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$251,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$230,459
Participant contributions at end of year2019-12-31$89,574
Participant contributions at beginning of year2019-12-31$59,614
Administrative expenses (other) incurred2019-12-31$1,815
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$817,930
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,324,315
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,506,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,234,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,446,771
Interest on participant loans2019-12-31$5,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$497,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$127,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$112,124
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARFIELD MURPHY SHANK & SMITH PC
Accountancy firm EIN2019-12-31631077072
2018 : WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$164,901
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$78,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$76,268
Expenses. Certain deemed distributions of participant loans2018-12-31$368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$306,959
Value of total assets at end of year2018-12-31$2,506,385
Value of total assets at beginning of year2018-12-31$2,419,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,535
Total interest from all sources2018-12-31$3,873
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$67,704
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$67,704
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$242,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$189,463
Participant contributions at end of year2018-12-31$59,614
Participant contributions at beginning of year2018-12-31$62,904
Administrative expenses (other) incurred2018-12-31$1,535
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$86,730
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,506,385
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,419,655
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$2,446,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,356,751
Interest on participant loans2018-12-31$3,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-213,635
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$117,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$76,268
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 name2018-12-31BARFIELD MURPHY SHANK & SMITH PC
Accountancy firm EIN2018-12-31631077072
2017 : WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$732,208
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$108,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$101,766
Expenses. Certain deemed distributions of participant loans2017-12-31$5,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$436,863
Value of total assets at end of year2017-12-31$2,419,655
Value of total assets at beginning of year2017-12-31$1,795,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,480
Total interest from all sources2017-12-31$3,786
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$44,726
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$44,726
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$180,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$153,986
Participant contributions at end of year2017-12-31$62,904
Participant contributions at beginning of year2017-12-31$73,540
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$190,805
Administrative expenses (other) incurred2017-12-31$1,480
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$623,672
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,419,655
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,795,983
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$2,356,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,722,443
Interest on participant loans2017-12-31$3,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$246,833
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$92,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$101,766
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 name2017-12-31BARFIELD MURPHY SHANK & SMITH PC
Accountancy firm EIN2017-12-31631077072
2016 : WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$443,939
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,712
Expenses. Certain deemed distributions of participant loans2016-12-31$68
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$349,369
Value of total assets at end of year2016-12-31$1,795,983
Value of total assets at beginning of year2016-12-31$1,356,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,075
Total interest from all sources2016-12-31$3,382
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$47,321
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$47,321
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$136,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$119,638
Participant contributions at end of year2016-12-31$73,540
Participant contributions at beginning of year2016-12-31$62,707
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$155,461
Administrative expenses (other) incurred2016-12-31$1,075
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$439,084
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,795,983
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,356,899
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$1,722,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,057,855
Interest on participant loans2016-12-31$3,382
Value of interest in common/collective trusts at beginning of year2016-12-31$236,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$43,170
Net investment gain or loss from common/collective trusts2016-12-31$697
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$74,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,712
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 name2016-12-31BARFIELD MURPHY SHANK & SMITH PC
Accountancy firm EIN2016-12-31631077072
2015 : WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$128,134
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$94,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$83,402
Expenses. Certain deemed distributions of participant loans2015-12-31$10,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$125,762
Value of total assets at end of year2015-12-31$1,356,899
Value of total assets at beginning of year2015-12-31$1,323,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$975
Total interest from all sources2015-12-31$3,249
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$76,163
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$76,163
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$133,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$75,073
Participant contributions at end of year2015-12-31$62,707
Participant contributions at beginning of year2015-12-31$56,076
Administrative expenses (other) incurred2015-12-31$975
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$33,608
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,356,899
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,323,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,057,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,041,458
Interest on participant loans2015-12-31$3,249
Value of interest in common/collective trusts at end of year2015-12-31$236,337
Value of interest in common/collective trusts at beginning of year2015-12-31$225,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-77,398
Net investment gain or loss from common/collective trusts2015-12-31$358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$83,402
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 name2015-12-31BARFIELD MURPHY SHANK & SMITH PC
Accountancy firm EIN2015-12-31631077072
2014 : WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$185,924
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$125,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$123,835
Expenses. Certain deemed distributions of participant loans2014-12-31$915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$122,585
Value of total assets at end of year2014-12-31$1,323,291
Value of total assets at beginning of year2014-12-31$1,263,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$975
Total interest from all sources2014-12-31$1,842
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$80,105
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$80,105
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$127,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$72,471
Participant contributions at end of year2014-12-31$56,076
Participant contributions at beginning of year2014-12-31$44,576
Administrative expenses (other) incurred2014-12-31$975
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$60,199
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,323,291
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,263,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,041,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$974,460
Interest on participant loans2014-12-31$1,842
Value of interest in common/collective trusts at end of year2014-12-31$225,757
Value of interest in common/collective trusts at beginning of year2014-12-31$244,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-24,396
Net investment gain or loss from common/collective trusts2014-12-31$5,788
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
Contributions received in cash from employer2014-12-31$50,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$123,835
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 name2014-12-31BARFIELD MURPHY SHANK & SMITH PC
Accountancy firm EIN2014-12-31631077072
2013 : WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$289,121
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$68,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$67,452
Expenses. Certain deemed distributions of participant loans2013-12-31$62
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$141,744
Value of total assets at end of year2013-12-31$1,263,092
Value of total assets at beginning of year2013-12-31$1,042,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,350
Total interest from all sources2013-12-31$2,331
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$48,354
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$48,354
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$105,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$74,062
Participant contributions at end of year2013-12-31$44,576
Participant contributions at beginning of year2013-12-31$51,192
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,930
Administrative expenses (other) incurred2013-12-31$1,350
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$220,257
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,263,092
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,042,835
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$974,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$777,223
Interest on participant loans2013-12-31$2,331
Value of interest in common/collective trusts at end of year2013-12-31$244,056
Value of interest in common/collective trusts at beginning of year2013-12-31$214,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$92,855
Net investment gain or loss from common/collective trusts2013-12-31$3,837
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$54,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$67,452
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 name2013-12-31BARFIELD MURPHY SHANK & SMITH PC
Accountancy firm EIN2013-12-31461498870
2012 : WELLBORN FOREST PRODUCTS, INC. 401(K) 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$248,544
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$529,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$527,250
Expenses. Certain deemed distributions of participant loans2012-12-31$212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$127,230
Value of total assets at end of year2012-12-31$1,042,835
Value of total assets at beginning of year2012-12-31$1,323,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,800
Total interest from all sources2012-12-31$1,685
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$19,062
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$19,062
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$133,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$74,790
Participant contributions at end of year2012-12-31$51,192
Participant contributions at beginning of year2012-12-31$27,911
Administrative expenses (other) incurred2012-12-31$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-280,718
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,042,835
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,323,553
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$777,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,132,332
Interest on participant loans2012-12-31$1,685
Value of interest in common/collective trusts at end of year2012-12-31$214,420
Value of interest in common/collective trusts at beginning of year2012-12-31$163,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$96,364
Net investment gain or loss from common/collective trusts2012-12-31$4,203
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$52,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$527,250
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 name2012-12-31BARFIELD MURPHY SHANK & SMITH PC
Accountancy firm EIN2012-12-31631077072
2011 : WELLBORN FOREST PRODUCTS, INC. 401(K) 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$139,584
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$170,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$166,607
Expenses. Certain deemed distributions of participant loans2011-12-31$1,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$159,458
Value of total assets at end of year2011-12-31$1,323,553
Value of total assets at beginning of year2011-12-31$1,354,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,800
Total interest from all sources2011-12-31$2,548
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$31,336
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$136,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$98,656
Participant contributions at end of year2011-12-31$27,911
Participant contributions at beginning of year2011-12-31$58,469
Administrative expenses (other) incurred2011-12-31$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-30,631
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,323,553
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,354,184
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$1,132,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,159,640
Interest on participant loans2011-12-31$2,548
Value of interest in common/collective trusts at end of year2011-12-31$163,310
Value of interest in common/collective trusts at beginning of year2011-12-31$136,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-57,220
Net investment gain or loss from common/collective trusts2011-12-31$3,462
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$60,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$166,607
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 name2011-12-31BARFIELD MURPHY SHANK & SMITH PC
Accountancy firm EIN2011-12-31631077072
2010 : WELLBORN FOREST PRODUCTS, INC. 401(K) 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$415,304
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$388,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$384,217
Expenses. Certain deemed distributions of participant loans2010-12-31$2,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$258,836
Value of total assets at end of year2010-12-31$1,354,184
Value of total assets at beginning of year2010-12-31$1,327,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,150
Total interest from all sources2010-12-31$3,403
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$21,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$21,584
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$133,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$115,292
Participant contributions at end of year2010-12-31$58,469
Participant contributions at beginning of year2010-12-31$59,187
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$66,412
Administrative expenses (other) incurred2010-12-31$2,150
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$26,574
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,354,184
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,327,610
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$1,159,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,083,066
Interest on participant loans2010-12-31$3,403
Value of interest in common/collective trusts at end of year2010-12-31$136,075
Value of interest in common/collective trusts at beginning of year2010-12-31$185,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$126,261
Net investment gain or loss from common/collective trusts2010-12-31$5,220
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$77,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$384,217
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 name2010-12-31BARFIELD MURPHY SHANK & SMITH PC
Accountancy firm EIN2010-12-31631077072
2009 : WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN

2022: WELLBORN FOREST PRODUCTS, INC. 401(K) 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: WELLBORN FOREST PRODUCTS, INC. 401(K) 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: WELLBORN FOREST PRODUCTS, INC. 401(K) 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: WELLBORN FOREST PRODUCTS, INC. 401(K) 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: WELLBORN FOREST PRODUCTS, INC. 401(K) 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: WELLBORN FOREST PRODUCTS, INC. 401(K) 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: WELLBORN FOREST PRODUCTS, INC. 401(K) 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: WELLBORN FOREST PRODUCTS, INC. 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WELLBORN FOREST PRODUCTS, INC. 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WELLBORN FOREST PRODUCTS, INC. 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WELLBORN FOREST PRODUCTS, INC. 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WELLBORN FOREST PRODUCTS, INC. 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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