H.M. STAUFFER & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $5,352 |
| Total income from all sources (including contributions) | 2023-12-31 | $350,252 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $7,700,325 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $7,679,296 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $0 |
| Value of total assets at beginning of year | 2023-12-31 | $7,355,425 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $21,029 |
| Total interest from all sources | 2023-12-31 | $52 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $19,467 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $19,467 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Participant contributions at beginning of year | 2023-12-31 | $169,619 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $5,352 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-7,350,073 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,350,073 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $6,313,215 |
| Interest on participant loans | 2023-12-31 | $52 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $872,591 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $330,733 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $7,679,296 |
| Contract administrator fees | 2023-12-31 | $7,842 |
| Did the plan have assets held for investment | 2023-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BRINKER SIMPSON & COMPANY, LLC |
| Accountancy firm EIN | 2023-12-31 | 263838358 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $5,352 |
| Total income from all sources (including contributions) | 2023-01-01 | $350,252 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $7,700,325 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $7,679,296 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $0 |
| Value of total assets at beginning of year | 2023-01-01 | $7,355,425 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $21,029 |
| Total interest from all sources | 2023-01-01 | $52 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $19,467 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $19,467 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $169,619 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $5,352 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-7,350,073 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $7,350,073 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $6,313,215 |
| Interest on participant loans | 2023-01-01 | $52 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $872,591 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $330,733 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $7,679,296 |
| Contract administrator fees | 2023-01-01 | $7,842 |
| Did the plan have assets held for investment | 2023-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BRINKER SIMPSON & COMPANY, LLC |
| Accountancy firm EIN | 2023-01-01 | 263838358 |
| 2022 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,352 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $214,480 |
| Total income from all sources (including contributions) | 2022-12-31 | $-793,972 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $334,956 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $305,958 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $454,336 |
| Value of total assets at end of year | 2022-12-31 | $7,355,425 |
| Value of total assets at beginning of year | 2022-12-31 | $8,693,481 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $28,998 |
| Total interest from all sources | 2022-12-31 | $9,963 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $287,357 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $287,357 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $368,645 |
| Participant contributions at end of year | 2022-12-31 | $169,619 |
| Participant contributions at beginning of year | 2022-12-31 | $241,251 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $320 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $7,682 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $5,352 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $214,480 |
| Other income not declared elsewhere | 2022-12-31 | $900 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $204,208 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,128,928 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,350,073 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,479,001 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $28,998 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,313,215 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,391,501 |
| Interest on participant loans | 2022-12-31 | $9,963 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $872,591 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $856,099 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,561,009 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $14,481 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $78,009 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $102 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $305,958 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BRINKER SIMPSON & COMPANY, LLC |
| Accountancy firm EIN | 2022-12-31 | 263838358 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $5,352 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $214,480 |
| Total income from all sources (including contributions) | 2022-01-01 | $-793,972 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $334,956 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $305,958 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $454,336 |
| Value of total assets at end of year | 2022-01-01 | $7,355,425 |
| Value of total assets at beginning of year | 2022-01-01 | $8,693,481 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $28,998 |
| Total interest from all sources | 2022-01-01 | $9,963 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $287,357 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $287,357 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $368,645 |
| Participant contributions at end of year | 2022-01-01 | $169,619 |
| Participant contributions at beginning of year | 2022-01-01 | $241,251 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $320 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $7,682 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $5,352 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $214,480 |
| Other income not declared elsewhere | 2022-01-01 | $900 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $204,208 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,128,928 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $7,350,073 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $8,479,001 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $28,998 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $6,313,215 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $7,391,501 |
| Interest on participant loans | 2022-01-01 | $9,963 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $872,591 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $856,099 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,561,009 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $14,481 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $78,009 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $102 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $305,958 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BRINKER SIMPSON & COMPANY, LLC |
| Accountancy firm EIN | 2022-01-01 | 263838358 |
| 2021 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $214,480 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $97,717 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,665,985 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $393,534 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $357,869 |
| Value of total corrective distributions | 2021-12-31 | $7,913 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $595,396 |
| Value of total assets at end of year | 2021-12-31 | $8,693,481 |
| Value of total assets at beginning of year | 2021-12-31 | $7,304,267 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $27,752 |
| Total interest from all sources | 2021-12-31 | $12,191 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $599,300 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $599,300 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $387,978 |
| Participant contributions at end of year | 2021-12-31 | $241,251 |
| Participant contributions at beginning of year | 2021-12-31 | $190,998 |
| Participant contributions at end of year | 2021-12-31 | $320 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $144,699 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $54,035 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $214,480 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $97,717 |
| Other income not declared elsewhere | 2021-12-31 | $1,400 |
| Administrative expenses (other) incurred | 2021-12-31 | $27,752 |
| Total non interest bearing cash at end of year | 2021-12-31 | $204,208 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $43,682 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,272,451 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,479,001 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,206,550 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,391,501 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,380,361 |
| Interest on participant loans | 2021-12-31 | $12,191 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $856,099 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $635,191 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $449,069 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $8,629 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $62,719 |
| Employer contributions (assets) at end of year | 2021-12-31 | $102 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $357,869 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | HATTER, HARRIS & BEITTEL, LLP |
| Accountancy firm EIN | 2021-12-31 | 232942924 |
| 2020 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $97,717 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $28,327 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,409,184 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $86,712 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $66,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $376,293 |
| Value of total assets at end of year | 2020-12-31 | $7,304,267 |
| Value of total assets at beginning of year | 2020-12-31 | $5,912,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $19,857 |
| Total interest from all sources | 2020-12-31 | $13,987 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $264,832 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $264,832 |
| Administrative expenses professional fees incurred | 2020-12-31 | $19,857 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $313,612 |
| Participant contributions at end of year | 2020-12-31 | $190,998 |
| Participant contributions at beginning of year | 2020-12-31 | $283,308 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $54,035 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $97,717 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $28,327 |
| Total non interest bearing cash at end of year | 2020-12-31 | $43,682 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $28,156 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,322,472 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,206,550 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,884,078 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,380,361 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,288,900 |
| Interest on participant loans | 2020-12-31 | $13,987 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $635,191 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $311,895 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $743,391 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $10,681 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $62,681 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $146 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $66,855 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | HATTER, HARRIS, BEITTEL, LLP |
| Accountancy firm EIN | 2020-12-31 | 232942924 |
| 2019 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $28,327 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $28,327 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $45,966 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $45,966 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,449,383 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,449,383 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $412,087 |
| Total of all expenses incurred | 2019-12-31 | $412,087 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $387,167 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $387,167 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $334,312 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $334,312 |
| Value of total assets at end of year | 2019-12-31 | $5,912,405 |
| Value of total assets at end of year | 2019-12-31 | $5,912,405 |
| Value of total assets at beginning of year | 2019-12-31 | $4,892,748 |
| Value of total assets at beginning of year | 2019-12-31 | $4,892,748 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,920 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,920 |
| Total interest from all sources | 2019-12-31 | $13,872 |
| Total interest from all sources | 2019-12-31 | $13,872 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $224,643 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $224,643 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $224,643 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $284,430 |
| Contributions received from participants | 2019-12-31 | $284,430 |
| Participant contributions at end of year | 2019-12-31 | $283,308 |
| Participant contributions at end of year | 2019-12-31 | $283,308 |
| Participant contributions at beginning of year | 2019-12-31 | $179,942 |
| Participant contributions at beginning of year | 2019-12-31 | $179,942 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $2,830 |
| Participant contributions at beginning of year | 2019-12-31 | $2,830 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,426 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,426 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $28,327 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $28,327 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $45,966 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $45,966 |
| Total non interest bearing cash at end of year | 2019-12-31 | $28,156 |
| Total non interest bearing cash at end of year | 2019-12-31 | $28,156 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $45,966 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $45,966 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,037,296 |
| Value of net income/loss | 2019-12-31 | $1,037,296 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,884,078 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,884,078 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,846,782 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,846,782 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $24,920 |
| Investment advisory and management fees | 2019-12-31 | $24,920 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,288,900 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,288,900 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,369,630 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,369,630 |
| Interest on participant loans | 2019-12-31 | $13,872 |
| Interest on participant loans | 2019-12-31 | $13,872 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $311,895 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $311,895 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $294,380 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $294,380 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $870,399 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $870,399 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $6,157 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $6,157 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $47,456 |
| Contributions received in cash from employer | 2019-12-31 | $47,456 |
| Employer contributions (assets) at end of year | 2019-12-31 | $146 |
| Employer contributions (assets) at end of year | 2019-12-31 | $146 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $387,167 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $387,167 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | HATTER HARRIS & BEITTEL |
| Accountancy firm name | 2019-12-31 | HATTER HARRIS & BEITTEL |
| Accountancy firm EIN | 2019-12-31 | 232942924 |
| Accountancy firm EIN | 2019-12-31 | 232942924 |
| 2018 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $45,966 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $32,089 |
| Total income from all sources (including contributions) | 2018-12-31 | $-68,672 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $315,426 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $296,275 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $210,934 |
| Value of total assets at end of year | 2018-12-31 | $4,892,748 |
| Value of total assets at beginning of year | 2018-12-31 | $5,262,969 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $19,151 |
| Total interest from all sources | 2018-12-31 | $9,455 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $335,252 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $335,252 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $389,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $210,934 |
| Participant contributions at end of year | 2018-12-31 | $179,942 |
| Participant contributions at beginning of year | 2018-12-31 | $211,799 |
| Participant contributions at end of year | 2018-12-31 | $2,830 |
| Participant contributions at beginning of year | 2018-12-31 | $13,572 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $45,966 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $32,089 |
| Administrative expenses (other) incurred | 2018-12-31 | $19,151 |
| Total non interest bearing cash at end of year | 2018-12-31 | $45,966 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $32,072 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-384,098 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,846,782 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,230,880 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,369,630 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,526,605 |
| Interest on participant loans | 2018-12-31 | $9,455 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $294,380 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $478,921 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-631,190 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $6,877 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $296,275 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | HATTER HARRIS & BEITTEL |
| Accountancy firm EIN | 2018-12-31 | 232942924 |
| 2017 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $32,089 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $35,303 |
| Total income from all sources (including contributions) | 2017-12-31 | $953,072 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $576,490 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $560,294 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $201,951 |
| Value of total assets at end of year | 2017-12-31 | $5,262,969 |
| Value of total assets at beginning of year | 2017-12-31 | $4,889,601 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $16,196 |
| Total interest from all sources | 2017-12-31 | $10,447 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $238,411 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $238,411 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $389,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $201,951 |
| Participant contributions at end of year | 2017-12-31 | $211,799 |
| Participant contributions at beginning of year | 2017-12-31 | $231,220 |
| Participant contributions at end of year | 2017-12-31 | $13,572 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $457 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $32,089 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $35,303 |
| Total non interest bearing cash at end of year | 2017-12-31 | $32,072 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $35,303 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $376,582 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,230,880 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,854,298 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $16,196 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,526,605 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,251,837 |
| Interest on participant loans | 2017-12-31 | $10,447 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $478,921 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $370,784 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $496,104 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $6,159 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $560,294 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | HATTER HARRIS & BEITTEL |
| Accountancy firm EIN | 2017-12-31 | 232942924 |
| 2016 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $35,303 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $45,000 |
| Total income from all sources (including contributions) | 2016-12-31 | $648,444 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $219,402 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $204,311 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $262,657 |
| Value of total assets at end of year | 2016-12-31 | $4,889,601 |
| Value of total assets at beginning of year | 2016-12-31 | $4,470,256 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,091 |
| Total interest from all sources | 2016-12-31 | $11,910 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $162,553 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $162,553 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $389,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $196,859 |
| Participant contributions at end of year | 2016-12-31 | $231,220 |
| Participant contributions at beginning of year | 2016-12-31 | $229,857 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $65,798 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $457 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $35,303 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $45,000 |
| Total non interest bearing cash at end of year | 2016-12-31 | $35,303 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $45,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $429,042 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,854,298 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,425,256 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $15,091 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,251,837 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,792,196 |
| Interest on participant loans | 2016-12-31 | $11,910 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $370,784 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $403,203 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $207,200 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $4,124 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $204,311 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | HATTER HARRIS & BEITTEL |
| Accountancy firm EIN | 2016-12-31 | 232942924 |
| 2015 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $45,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $20,302 |
| Total income from all sources (including contributions) | 2015-12-31 | $186,624 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $157,311 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $142,154 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $185,462 |
| Value of total assets at end of year | 2015-12-31 | $4,470,256 |
| Value of total assets at beginning of year | 2015-12-31 | $4,416,245 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,157 |
| Total interest from all sources | 2015-12-31 | $12,948 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $202,499 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $202,499 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $25,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $182,109 |
| Participant contributions at end of year | 2015-12-31 | $229,857 |
| Participant contributions at beginning of year | 2015-12-31 | $259,578 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,353 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $45,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $20,302 |
| Administrative expenses (other) incurred | 2015-12-31 | $15,157 |
| Total non interest bearing cash at end of year | 2015-12-31 | $45,000 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $20,302 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $29,313 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,425,256 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,395,943 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,792,196 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,708,968 |
| Interest on participant loans | 2015-12-31 | $12,948 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $403,203 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $427,397 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-217,908 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $3,623 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $142,154 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | HATTER HARRIS & BEITTEL |
| Accountancy firm EIN | 2015-12-31 | 232942924 |
| 2014 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $20,302 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $37,135 |
| Total income from all sources (including contributions) | 2014-12-31 | $466,527 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $291,721 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $275,628 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $176,647 |
| Value of total assets at end of year | 2014-12-31 | $4,416,245 |
| Value of total assets at beginning of year | 2014-12-31 | $4,258,272 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $16,093 |
| Total interest from all sources | 2014-12-31 | $13,154 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $209,694 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $209,694 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $25,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $174,804 |
| Participant contributions at end of year | 2014-12-31 | $259,578 |
| Participant contributions at beginning of year | 2014-12-31 | $228,572 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,843 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $20,302 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $37,135 |
| Administrative expenses (other) incurred | 2014-12-31 | $16,093 |
| Total non interest bearing cash at end of year | 2014-12-31 | $20,302 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $24,508 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $174,806 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,395,943 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,221,137 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,708,968 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,569,073 |
| Interest on participant loans | 2014-12-31 | $13,154 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $427,397 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $436,119 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $63,475 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,557 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $275,628 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | HATTER HARRIS & BEITTEL |
| Accountancy firm EIN | 2014-12-31 | 232942924 |
| 2013 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $37,135 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $20,408 |
| Total income from all sources (including contributions) | 2013-12-31 | $848,343 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $149,380 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $135,548 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $173,543 |
| Value of total assets at end of year | 2013-12-31 | $4,258,272 |
| Value of total assets at beginning of year | 2013-12-31 | $3,542,582 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $13,832 |
| Total interest from all sources | 2013-12-31 | $11,138 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $132,031 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $132,031 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $389,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $156,482 |
| Participant contributions at end of year | 2013-12-31 | $228,572 |
| Participant contributions at beginning of year | 2013-12-31 | $162,772 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $17,061 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $37,135 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $20,408 |
| Administrative expenses (other) incurred | 2013-12-31 | $13,832 |
| Total non interest bearing cash at end of year | 2013-12-31 | $24,508 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $20,412 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $698,963 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,221,137 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,522,174 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,569,073 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,878,000 |
| Interest on participant loans | 2013-12-31 | $11,138 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $436,119 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $481,398 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $526,962 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $4,669 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $135,548 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | HATTER HARRIS & BEITTEL |
| Accountancy firm EIN | 2013-12-31 | 232942924 |
| 2012 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $20,408 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,464 |
| Total income from all sources (including contributions) | 2012-12-31 | $517,267 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $608,515 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $593,550 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $140,190 |
| Value of total assets at end of year | 2012-12-31 | $3,542,582 |
| Value of total assets at beginning of year | 2012-12-31 | $3,614,886 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $14,965 |
| Total interest from all sources | 2012-12-31 | $10,085 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $133,680 |
| Participant contributions at end of year | 2012-12-31 | $162,772 |
| Participant contributions at beginning of year | 2012-12-31 | $180,311 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $6,510 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $20,408 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,464 |
| Administrative expenses (other) incurred | 2012-12-31 | $14,965 |
| Total non interest bearing cash at end of year | 2012-12-31 | $20,412 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $1,085 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-91,248 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,522,174 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,613,422 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,878,000 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,655,225 |
| Interest on participant loans | 2012-12-31 | $10,085 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $481,398 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $778,265 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $366,992 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $593,550 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | HATTER HARRIS & BEITTEL |
| Accountancy firm EIN | 2012-12-31 | 232942924 |
| 2011 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,464 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,572 |
| Total income from all sources (including contributions) | 2011-12-31 | $127,586 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $251,468 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $239,888 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $133,582 |
| Value of total assets at end of year | 2011-12-31 | $3,614,886 |
| Value of total assets at beginning of year | 2011-12-31 | $3,738,876 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $11,580 |
| Total interest from all sources | 2011-12-31 | $10,410 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $92,206 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $92,206 |
| Administrative expenses professional fees incurred | 2011-12-31 | $11,580 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $133,582 |
| Participant contributions at end of year | 2011-12-31 | $180,311 |
| Participant contributions at beginning of year | 2011-12-31 | $149,828 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,464 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $1,572 |
| Total non interest bearing cash at end of year | 2011-12-31 | $1,085 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $886 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-123,882 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,613,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,737,304 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,655,225 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,814,277 |
| Interest on participant loans | 2011-12-31 | $10,410 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $778,265 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $773,885 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-121,110 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $12,498 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $239,888 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | HATTER, HARRIS & BEITTEL |
| Accountancy firm EIN | 2011-12-31 | 232942924 |
| 2010 : H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,572 |
| 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 | $504,257 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $390,709 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $380,734 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $129,358 |
| Value of total assets at end of year | 2010-12-31 | $3,738,876 |
| Value of total assets at beginning of year | 2010-12-31 | $3,623,756 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,975 |
| Total interest from all sources | 2010-12-31 | $13,574 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $72,352 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $72,352 |
| Administrative expenses professional fees incurred | 2010-12-31 | $9,975 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $129,358 |
| Participant contributions at end of year | 2010-12-31 | $149,828 |
| Participant contributions at beginning of year | 2010-12-31 | $251,603 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $1,572 |
| Total non interest bearing cash at end of year | 2010-12-31 | $886 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $113,548 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,737,304 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,623,756 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,814,277 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,573,177 |
| Interest on participant loans | 2010-12-31 | $13,574 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $773,885 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $798,976 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $274,402 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $14,571 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $380,734 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | HATTER, HARRIS & BEITTEL |
| Accountancy firm EIN | 2010-12-31 | 232942924 |
