BLU HOMES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BLU HOMES 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2016 : BLU HOMES 401(K) RETIREMENT PLAN 2016 401k financial data |
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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 | $291 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $29,852 |
Total income from all sources (including contributions) | 2016-12-31 | $170,073 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $117,739 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $115,302 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $106,509 |
Value of total assets at end of year | 2016-12-31 | $903,326 |
Value of total assets at beginning of year | 2016-12-31 | $880,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,437 |
Total interest from all sources | 2016-12-31 | $2,318 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $27,000 |
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 | $27,000 |
Administrative expenses professional fees incurred | 2016-12-31 | $2,437 |
Was this plan covered by a fidelity bond | 2016-12-31 | No |
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 | $106,509 |
Participant contributions at end of year | 2016-12-31 | $45,835 |
Participant contributions at beginning of year | 2016-12-31 | $58,763 |
Participant contributions at beginning of year | 2016-12-31 | $3,696 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $21 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $59 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $291 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $29,852 |
Other income not declared elsewhere | 2016-12-31 | $1,799 |
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 | $52,334 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $903,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $850,701 |
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 | $779,972 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $815,610 |
Interest on participant loans | 2016-12-31 | $2,318 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $77,020 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,249 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $478 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,176 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,176 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $31,850 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $597 |
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 | $115,302 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BKD LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : BLU HOMES 401(K) RETIREMENT PLAN 2015 401k financial data |
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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 | $29,852 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $392,877 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $341,437 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $338,462 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $394,494 |
Value of total assets at end of year | 2015-12-31 | $880,553 |
Value of total assets at beginning of year | 2015-12-31 | $799,261 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,975 |
Total interest from all sources | 2015-12-31 | $1,571 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $41,272 |
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 | $41,272 |
Administrative expenses professional fees incurred | 2015-12-31 | $2,969 |
Was this plan covered by a fidelity bond | 2015-12-31 | No |
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 | $289,917 |
Participant contributions at end of year | 2015-12-31 | $58,763 |
Participant contributions at beginning of year | 2015-12-31 | $46,167 |
Participant contributions at end of year | 2015-12-31 | $3,696 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $104,577 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $59 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $29,852 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $1,672 |
Administrative expenses (other) incurred | 2015-12-31 | $6 |
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 | $51,440 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $850,701 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $799,261 |
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 | $815,610 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $751,636 |
Interest on participant loans | 2015-12-31 | $1,571 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,249 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $854 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,176 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $604 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $604 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-46,155 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $23 |
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 | $338,462 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BKD LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : BLU HOMES 401(K) RETIREMENT PLAN 2014 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $621,931 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $84,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $83,372 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $583,457 |
Value of total assets at end of year | 2014-12-31 | $799,261 |
Value of total assets at beginning of year | 2014-12-31 | $261,613 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $911 |
Total interest from all sources | 2014-12-31 | $1,393 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $39,656 |
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 | $39,656 |
Administrative expenses professional fees incurred | 2014-12-31 | $911 |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
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 | $367,809 |
Participant contributions at end of year | 2014-12-31 | $46,167 |
Participant contributions at beginning of year | 2014-12-31 | $1,100 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $141 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $215,648 |
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 | $537,648 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $799,261 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $261,613 |
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 | $751,636 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $259,844 |
Interest on participant loans | 2014-12-31 | $1,393 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $854 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $446 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $604 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $82 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $82 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-2,575 |
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 | $83,372 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BKD LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : BLU HOMES 401(K) RETIREMENT PLAN 2013 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $274,168 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $12,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $12,312 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $253,105 |
Value of total assets at end of year | 2013-12-31 | $261,613 |
Value of total assets at beginning of year | 2013-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $243 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $7,250 |
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 | $7,250 |
Administrative expenses professional fees incurred | 2013-12-31 | $243 |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $217,790 |
Participant contributions at end of year | 2013-12-31 | $1,100 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Participant contributions at end of year | 2013-12-31 | $141 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $35,315 |
Other income not declared elsewhere | 2013-12-31 | $126 |
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 | $261,613 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $261,613 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
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 | $259,844 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $446 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $82 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $13,683 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $4 |
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 | $12,312 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WOLF & COMPANY LLP |
Accountancy firm EIN | 2013-12-31 | 362985665 |