BUCKELEW PROGRAMS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM
Measure | Date | Value |
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2022 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 2022 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-304,534 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $393,142 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $383,480 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $299,953 |
Value of total assets at end of year | 2022-12-31 | $3,259,748 |
Value of total assets at beginning of year | 2022-12-31 | $3,957,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $9,662 |
Total interest from all sources | 2022-12-31 | $1,548 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $68,906 |
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 | $68,906 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $207,215 |
Participant contributions at end of year | 2022-12-31 | $41,553 |
Participant contributions at beginning of year | 2022-12-31 | $30,560 |
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 | $-697,676 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,259,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,957,424 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,923,828 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,148,388 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $864,900 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,262,149 |
Interest on participant loans | 2022-12-31 | $1,548 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $429,467 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $516,327 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-674,941 |
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 | No |
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 | $92,738 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $383,480 |
Contract administrator fees | 2022-12-31 | $9,662 |
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 | SILICON VALLEY ACCOUNTANCY CORP. |
Accountancy firm EIN | 2022-12-31 | 770573994 |
2021 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 2021 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $666,376 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $521,166 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $512,282 |
Value of total corrective distributions | 2021-12-31 | $711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $161,851 |
Value of total assets at end of year | 2021-12-31 | $3,957,424 |
Value of total assets at beginning of year | 2021-12-31 | $3,812,214 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,173 |
Total interest from all sources | 2021-12-31 | $3,374 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $283,603 |
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 | $283,603 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $145,775 |
Participant contributions at end of year | 2021-12-31 | $30,560 |
Participant contributions at beginning of year | 2021-12-31 | $13,061 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,275 |
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 | $145,210 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,957,424 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,812,214 |
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 | $2,148,388 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,144,073 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,262,149 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,119,278 |
Interest on participant loans | 2021-12-31 | $3,374 |
Interest earned on other investments | 2021-12-31 | $17,446 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $516,327 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $535,802 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $217,548 |
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 | No |
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 | $10,801 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $512,282 |
Contract administrator fees | 2021-12-31 | $8,173 |
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 | SILICON VALLEY ACCOUNTANCY CORP. |
Accountancy firm EIN | 2021-12-31 | 770573994 |
2020 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 2020 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $656,758 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $311,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $304,363 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $170,009 |
Value of total assets at end of year | 2020-12-31 | $3,812,214 |
Value of total assets at beginning of year | 2020-12-31 | $3,467,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,325 |
Total interest from all sources | 2020-12-31 | $6,274 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $126,120 |
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 | $126,120 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $161,244 |
Participant contributions at end of year | 2020-12-31 | $13,061 |
Participant contributions at beginning of year | 2020-12-31 | $25,694 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $8,765 |
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 | $345,070 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,812,214 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,467,144 |
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 | $2,144,073 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,937,940 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,119,278 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $974,713 |
Interest on participant loans | 2020-12-31 | $6,274 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $19,409 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $535,802 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $528,797 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $193,533 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $160,822 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $304,363 |
Contract administrator fees | 2020-12-31 | $7,325 |
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 | SILICON VALLEY ACCOUNTANCY CORP., C |
Accountancy firm EIN | 2020-12-31 | 770573994 |
2019 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 2019 401k financial data |
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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 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $778,288 |
Total income from all sources (including contributions) | 2019-12-31 | $778,288 |
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 | $589,914 |
Total of all expenses incurred | 2019-12-31 | $589,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $579,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $579,955 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $163,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $163,859 |
Value of total assets at end of year | 2019-12-31 | $3,467,144 |
Value of total assets at end of year | 2019-12-31 | $3,467,144 |
Value of total assets at beginning of year | 2019-12-31 | $3,278,770 |
Value of total assets at beginning of year | 2019-12-31 | $3,278,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,959 |
Total interest from all sources | 2019-12-31 | $2,009 |
Total interest from all sources | 2019-12-31 | $2,009 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $71,755 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $71,755 |
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 | $71,755 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $71,755 |
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 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 | $163,859 |
Contributions received from participants | 2019-12-31 | $163,859 |
Participant contributions at end of year | 2019-12-31 | $25,694 |
Participant contributions at end of year | 2019-12-31 | $25,694 |
Participant contributions at beginning of year | 2019-12-31 | $15,893 |
Participant contributions at beginning of year | 2019-12-31 | $15,893 |
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 | $188,374 |
Value of net income/loss | 2019-12-31 | $188,374 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,467,144 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,467,144 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,278,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,278,770 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,937,940 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,937,940 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,748,039 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,748,039 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $974,713 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $974,713 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $997,278 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $997,278 |
Interest on participant loans | 2019-12-31 | $2,009 |
Interest on participant loans | 2019-12-31 | $2,009 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $19,434 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $528,797 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $528,797 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $517,560 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $517,560 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $292,404 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $292,404 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $248,261 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $248,261 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $579,955 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $579,955 |
Contract administrator fees | 2019-12-31 | $9,959 |
Contract administrator fees | 2019-12-31 | $9,959 |
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 | SILICON VALLEY ACCOUNTANCY CORP., C |
Accountancy firm name | 2019-12-31 | SILICON VALLEY ACCOUNTANCY CORP., C |
Accountancy firm EIN | 2019-12-31 | 770573994 |
Accountancy firm EIN | 2019-12-31 | 770573994 |
2018 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 2018 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $10,892 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $421,937 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $416,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $151,014 |
Value of total assets at end of year | 2018-12-31 | $3,278,770 |
Value of total assets at beginning of year | 2018-12-31 | $3,689,815 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,498 |
Total interest from all sources | 2018-12-31 | $478 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $85,899 |
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 | $85,899 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 | $151,014 |
Participant contributions at end of year | 2018-12-31 | $15,893 |
Participant contributions at beginning of year | 2018-12-31 | $26,326 |
Administrative expenses (other) incurred | 2018-12-31 | $120 |
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 | $-411,045 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,278,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,689,815 |
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 | $1,748,039 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,045,957 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $997,278 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,111,756 |
Interest on participant loans | 2018-12-31 | $478 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $517,560 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $505,776 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-226,499 |
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 | $416,439 |
Contract administrator fees | 2018-12-31 | $5,378 |
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 | SILICON VALLEY ACCOUNTANCY CORP., C |
Accountancy firm EIN | 2018-12-31 | 770573994 |
2017 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $563,393 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $435,443 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $429,141 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $152,948 |
Value of total assets at end of year | 2017-12-31 | $3,689,815 |
Value of total assets at beginning of year | 2017-12-31 | $3,561,865 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,302 |
Total interest from all sources | 2017-12-31 | $22,207 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $70,966 |
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 | $70,966 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $152,948 |
Participant contributions at end of year | 2017-12-31 | $26,326 |
Participant contributions at beginning of year | 2017-12-31 | $27,998 |
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 | $127,950 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,689,815 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,561,865 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,045,957 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,957,499 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,111,756 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,018,910 |
Interest on participant loans | 2017-12-31 | $2,442 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $19,765 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $505,776 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $557,458 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $317,272 |
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 | No |
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 | $429,141 |
Contract administrator fees | 2017-12-31 | $6,302 |
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 | SILICON VALLEY ACCOUNTANCY CORP., C |
Accountancy firm EIN | 2017-12-31 | 770573994 |
2016 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $442,394 |
Total of all expenses incurred | 2016-12-31 | $255,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $249,783 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $197,818 |
Value of total assets at end of year | 2016-12-31 | $3,561,865 |
Value of total assets at beginning of year | 2016-12-31 | $3,375,250 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,996 |
Total interest from all sources | 2016-12-31 | $26,124 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $38,714 |
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 | $38,714 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $197,818 |
Participant contributions at end of year | 2016-12-31 | $27,998 |
Participant contributions at beginning of year | 2016-12-31 | $83,348 |
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 | $186,615 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,561,865 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,375,250 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,957,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,717,395 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,018,910 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $948,686 |
Interest on participant loans | 2016-12-31 | $2,959 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $23,165 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $557,458 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $625,821 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $179,738 |
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 | $249,783 |
Contract administrator fees | 2016-12-31 | $5,996 |
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 | SILICON VALLEY ACCOUNTANCY CORP., C |
Accountancy firm EIN | 2016-12-31 | 770573994 |
2015 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $317,000 |
Total of all expenses incurred | 2015-12-31 | $401,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $395,045 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $306,512 |
Value of total assets at end of year | 2015-12-31 | $3,375,250 |
Value of total assets at beginning of year | 2015-12-31 | $3,459,501 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,206 |
Total interest from all sources | 2015-12-31 | $2,673 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $112,967 |
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 | $112,967 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
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 | $231,793 |
Participant contributions at end of year | 2015-12-31 | $83,348 |
Participant contributions at beginning of year | 2015-12-31 | $80,062 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $74,719 |
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 | $-84,251 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,375,250 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,459,501 |
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 | $1,717,395 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,650,744 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $948,686 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,073,363 |
Interest on participant loans | 2015-12-31 | $2,673 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $625,821 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $655,071 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-105,152 |
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 |
Contributions received in cash from employer | 2015-12-31 | $0 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $261 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $395,045 |
Contract administrator fees | 2015-12-31 | $6,206 |
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 | SILICON VALLEY ACCOUNTANCY CORP., C |
Accountancy firm EIN | 2015-12-31 | 770573994 |
2014 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $451,039 |
Total of all expenses incurred | 2014-12-31 | $529,067 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $522,412 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $227,203 |
Value of total assets at end of year | 2014-12-31 | $3,459,501 |
Value of total assets at beginning of year | 2014-12-31 | $3,537,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,655 |
Total interest from all sources | 2014-12-31 | $19,796 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $56,812 |
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 | $56,812 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $226,942 |
Participant contributions at end of year | 2014-12-31 | $80,062 |
Participant contributions at beginning of year | 2014-12-31 | $101,351 |
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 | $-78,028 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,459,501 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,537,529 |
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 | $1,650,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,008,990 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,073,363 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $924,275 |
Interest on participant loans | 2014-12-31 | $19,796 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $655,071 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $502,913 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $133,526 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $13,702 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $0 |
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 |
Contributions received in cash from employer | 2014-12-31 | $261 |
Employer contributions (assets) at end of year | 2014-12-31 | $261 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $522,412 |
Contract administrator fees | 2014-12-31 | $6,655 |
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 | SILICON VALLEY ACCOUNTANCY CORP., C |
Accountancy firm EIN | 2014-12-31 | 770573994 |
2013 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 2013 401k financial data |
---|
Total transfer of assets to this plan | 2013-12-31 | $914,097 |
Total income from all sources (including contributions) | 2013-12-31 | $758,547 |
Total of all expenses incurred | 2013-12-31 | $635,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $628,725 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $228,697 |
Value of total assets at end of year | 2013-12-31 | $3,537,530 |
Value of total assets at beginning of year | 2013-12-31 | $2,500,091 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,480 |
Total interest from all sources | 2013-12-31 | $20,174 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $45,192 |
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 | $45,192 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $206,523 |
Participant contributions at end of year | 2013-12-31 | $101,351 |
Participant contributions at beginning of year | 2013-12-31 | $87,914 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $22,174 |
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 | $123,342 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,537,530 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,500,091 |
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 | $2,008,991 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,119,862 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $924,275 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $751,207 |
Interest on participant loans | 2013-12-31 | $20,174 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $18,598 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $502,913 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $541,108 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $268,574 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $195,910 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
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 | $628,725 |
Contract administrator fees | 2013-12-31 | $6,480 |
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 | SILICON VALLEY ACCOUNTANCY CORP., C |
Accountancy firm EIN | 2013-12-31 | 770573994 |
2012 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 2012 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $518,891 |
Total of all expenses incurred | 2012-12-31 | $230,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $222,871 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $286,912 |
Value of total assets at end of year | 2012-12-31 | $2,500,091 |
Value of total assets at beginning of year | 2012-12-31 | $2,211,252 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,181 |
Total interest from all sources | 2012-12-31 | $24,098 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $23,161 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $23,161 |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $198,756 |
Participant contributions at end of year | 2012-12-31 | $87,914 |
Participant contributions at beginning of year | 2012-12-31 | $104,241 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $64,613 |
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 | $288,839 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,500,091 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,211,252 |
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 | $1,119,862 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,525,355 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $751,207 |
Interest on participant loans | 2012-12-31 | $2,497 |
Interest earned on other investments | 2012-12-31 | $21,601 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $541,108 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $581,656 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $83,420 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $101,300 |
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 |
Contributions received in cash from employer | 2012-12-31 | $23,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $222,871 |
Contract administrator fees | 2012-12-31 | $7,181 |
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 | SILICON VALLEY ACCOUNTANCY CORP., C |
Accountancy firm EIN | 2012-12-31 | 770573994 |
2011 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $6,722 |
Total income from all sources (including contributions) | 2011-12-31 | $193,914 |
Total of all expenses incurred | 2011-12-31 | $94,432 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $88,389 |
Value of total corrective distributions | 2011-12-31 | $339 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $190,523 |
Value of total assets at end of year | 2011-12-31 | $2,211,252 |
Value of total assets at beginning of year | 2011-12-31 | $2,118,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,704 |
Total interest from all sources | 2011-12-31 | $22,867 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $15,061 |
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 | $15,061 |
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 | $21,658 |
Participant contributions at end of year | 2011-12-31 | $104,241 |
Participant contributions at beginning of year | 2011-12-31 | $87,694 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $5,884 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $6,722 |
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 | $99,482 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,211,252 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,111,770 |
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 | $720,784 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $563,694 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $804,571 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $870,374 |
Interest on participant loans | 2011-12-31 | $2,079 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $12,369 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $12,369 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $20,788 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $581,656 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $577,709 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-34,537 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $168,865 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $88,389 |
Contract administrator fees | 2011-12-31 | $5,704 |
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 | PATRICK & BUZARELLOS LLP |
Accountancy firm EIN | 2011-12-31 | 680197298 |
2010 : BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM 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 | $6,722 |
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 | $390,944 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $820,135 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $811,424 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $190,014 |
Value of total assets at end of year | 2010-12-31 | $2,118,492 |
Value of total assets at beginning of year | 2010-12-31 | $2,540,961 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,711 |
Total interest from all sources | 2010-12-31 | $29,605 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $10,252 |
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 | $10,252 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $159,818 |
Participant contributions at end of year | 2010-12-31 | $87,694 |
Participant contributions at beginning of year | 2010-12-31 | $77,884 |
Participant contributions at end of year | 2010-12-31 | $5,884 |
Participant contributions at beginning of year | 2010-12-31 | $4,998 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $13,818 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $6,722 |
Other income not declared elsewhere | 2010-12-31 | $-4,998 |
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 | $-429,191 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,111,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,540,961 |
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 | $563,694 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $870,374 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,242,540 |
Interest on participant loans | 2010-12-31 | $723 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $12,369 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $28,882 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $577,709 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,215,539 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $166,071 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
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 |
Contributions received in cash from employer | 2010-12-31 | $16,378 |
Employer contributions (assets) at end of year | 2010-12-31 | $768 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $811,424 |
Contract administrator fees | 2010-12-31 | $8,711 |
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 | PATRICK & BUZARELLOS LLP |
Accountancy firm EIN | 2010-12-31 | 680197298 |