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Plan Name | BWIGROUP 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BWI NORTH AMERICA, INC. |
Employer identification number (EIN): | 270540888 |
NAIC Classification: | 336300 |
Additional information about BWI NORTH AMERICA, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2009-09-28 |
Company Identification Number: | 0801175517 |
Legal Registered Office Address: |
3100 RESEARCH BLVD STE 240 KETTERING United States of America (USA) 45420 |
More information about BWI NORTH AMERICA, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DAVID ELLIOTT | |||
001 | 2016-01-01 | DAVID ELLIOTT | |||
001 | 2015-01-01 | DAVID ELLIOTT | |||
001 | 2014-01-01 | DAVID ELLIOTT | |||
001 | 2013-01-01 | DAVID ELLIOTT | |||
001 | 2012-01-01 | DAVID ELLIOTT | |||
001 | 2011-01-01 | KATHLEEN ELLIOTT | |||
001 | 2010-01-01 | KATHLEEN ELLIOTT | |||
001 | 2009-11-13 | KATHLEEN ELLIOTT |
Measure | Date | Value |
---|---|---|
2022: BWIGROUP 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 713 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 452 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 225 |
Total of all active and inactive participants | 2022-01-01 | 682 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 682 |
Number of participants with account balances | 2022-01-01 | 672 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 65 |
2021: BWIGROUP 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 756 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 508 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 200 |
Total of all active and inactive participants | 2021-01-01 | 713 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 713 |
Number of participants with account balances | 2021-01-01 | 690 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 100 |
2020: BWIGROUP 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 690 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 587 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 167 |
Total of all active and inactive participants | 2020-01-01 | 756 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 756 |
Number of participants with account balances | 2020-01-01 | 723 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 81 |
2019: BWIGROUP 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 530 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 571 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 117 |
Total of all active and inactive participants | 2019-01-01 | 690 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 690 |
Number of participants with account balances | 2019-01-01 | 658 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 35 |
2018: BWIGROUP 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 467 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 459 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 69 |
Total of all active and inactive participants | 2018-01-01 | 530 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 530 |
Number of participants with account balances | 2018-01-01 | 520 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 6 |
2017: BWIGROUP 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 431 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 411 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 55 |
Total of all active and inactive participants | 2017-01-01 | 467 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 467 |
Number of participants with account balances | 2017-01-01 | 462 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
2016: BWIGROUP 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 408 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 381 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 50 |
Total of all active and inactive participants | 2016-01-01 | 431 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 431 |
Number of participants with account balances | 2016-01-01 | 430 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: BWIGROUP 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 402 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 364 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 44 |
Total of all active and inactive participants | 2015-01-01 | 408 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 408 |
Number of participants with account balances | 2015-01-01 | 407 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: BWIGROUP 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 403 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 373 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 29 |
Total of all active and inactive participants | 2014-01-01 | 402 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 402 |
Number of participants with account balances | 2014-01-01 | 401 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 8 |
2013: BWIGROUP 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 398 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 384 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 18 |
Total of all active and inactive participants | 2013-01-01 | 402 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 403 |
Number of participants with account balances | 2013-01-01 | 402 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: BWIGROUP 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 386 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 379 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 19 |
Total of all active and inactive participants | 2012-01-01 | 398 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 398 |
Number of participants with account balances | 2012-01-01 | 390 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: BWIGROUP 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 333 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 371 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 15 |
Total of all active and inactive participants | 2011-01-01 | 386 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 386 |
Number of participants with account balances | 2011-01-01 | 380 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: BWIGROUP 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 296 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 328 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 333 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 333 |
Number of participants with account balances | 2010-01-01 | 310 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: BWIGROUP 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-11-13 | 274 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-13 | 296 |
Number of retired or separated participants receiving benefits | 2009-11-13 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-11-13 | 0 |
Total of all active and inactive participants | 2009-11-13 | 296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-13 | 0 |
Total participants | 2009-11-13 | 296 |
Number of participants with account balances | 2009-11-13 | 273 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-13 | 0 |
Measure | Date | Value |
---|---|---|
2022 : BWIGROUP 401(K) PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,318,879 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,318,879 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $33 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $33 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-18,568,081 |
Total loss/gain on sale of assets | 2022-12-31 | $-136,465 |
Total of all expenses incurred | 2022-12-31 | $11,470,280 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $11,428,693 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $16,959 |
Value of total corrective distributions | 2022-12-31 | $2,359 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,521,607 |
Value of total assets at end of year | 2022-12-31 | $113,869,821 |
Value of total assets at beginning of year | 2022-12-31 | $143,908,182 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $22,269 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $64,331 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $7,381,853 |
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 | $7,351,846 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $21,940 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,531,603 |
Participant contributions at end of year | 2022-12-31 | $767,706 |
Participant contributions at beginning of year | 2022-12-31 | $794,240 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $287,769 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $33 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $33 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $8,315 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $11,156 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $5,316 |
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 |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-30,038,361 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $113,869,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $143,908,149 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $13,954 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $102,910,811 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $128,013,548 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $38,950 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $6,384,444 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $8,476,021 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,175,608 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,660,392 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,660,392 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $25,381 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $29,800 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-30,622,451 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-458,077 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $2,702,235 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $238 |
Income. Dividends from common stock | 2022-12-31 | $29,769 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $11,428,693 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $1,590,296 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $3,936,725 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $2,585,769 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $2,722,234 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BRADY, WARE & SCHOENFELD, INC. |
Accountancy firm EIN | 2022-12-31 | 351476702 |
2021 : BWIGROUP 401(K) PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $2,291,200 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $2,291,200 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $33 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $27,255,742 |
Total loss/gain on sale of assets | 2021-12-31 | $219,315 |
Total of all expenses incurred | 2021-12-31 | $14,649,663 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $14,626,706 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,331,016 |
Value of total assets at end of year | 2021-12-31 | $143,908,182 |
Value of total assets at beginning of year | 2021-12-31 | $131,302,070 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $22,957 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $47,462 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $10,196,598 |
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 | $10,176,643 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $21,940 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $15,176 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,945,356 |
Participant contributions at end of year | 2021-12-31 | $794,240 |
Participant contributions at beginning of year | 2021-12-31 | $897,885 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $283,675 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $33 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $9,864 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $5,316 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $5,123 |
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 |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $12,606,079 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $143,908,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $131,302,070 |
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 |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $13,093 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $128,013,548 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $117,077,443 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $47,260 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $8,476,021 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $9,728,333 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,660,392 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,821,989 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,821,989 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $202 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $6,347,225 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $-177,074 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $3,101,985 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from preferred stock | 2021-12-31 | $515 |
Income. Dividends from common stock | 2021-12-31 | $19,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $14,626,706 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $3,936,725 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $1,756,121 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $13,745,910 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $13,526,595 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BRADY, WARE & SCHOENFELD, INC. |
Accountancy firm EIN | 2021-12-31 | 351476702 |
2020 : BWIGROUP 401(K) PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-118,221 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-118,221 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 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 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $25,433,400 |
Total loss/gain on sale of assets | 2020-12-31 | $-66,815 |
Total of all expenses incurred | 2020-12-31 | $7,612,276 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,581,172 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $2,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $8,395,401 |
Value of total assets at end of year | 2020-12-31 | $131,302,070 |
Value of total assets at beginning of year | 2020-12-31 | $113,480,946 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $28,816 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $53,727 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $6,057,466 |
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 | $6,038,527 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $15,176 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $5,003,539 |
Participant contributions at end of year | 2020-12-31 | $897,885 |
Participant contributions at beginning of year | 2020-12-31 | $918,040 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $258,401 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $75,000 |
Administrative expenses (other) incurred | 2020-12-31 | $13,581 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $5,123 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $4,488 |
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 |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $17,821,124 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $131,302,070 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $113,480,946 |
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 |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $15,235 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $117,077,443 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $105,269,755 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $51,376 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $9,728,333 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $5,068,668 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,821,989 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $822,060 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $822,060 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,351 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,663,553 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $373,289 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $3,133,461 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $356 |
Income. Dividends from common stock | 2020-12-31 | $18,583 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,581,172 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $1,756,121 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $1,397,935 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $4,994,477 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $5,061,292 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BRADY, WARE & SCHOENFELD, INC. |
Accountancy firm EIN | 2020-12-31 | 351476702 |
2019 : BWIGROUP 401(K) PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $336,150 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $336,150 |
Total transfer of assets to this plan | 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 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $29,305,731 |
Total loss/gain on sale of assets | 2019-12-31 | $95,884 |
Total of all expenses incurred | 2019-12-31 | $6,762,542 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,720,200 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $49 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,814,960 |
Value of total assets at end of year | 2019-12-31 | $113,480,946 |
Value of total assets at beginning of year | 2019-12-31 | $90,937,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $42,293 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $70,076 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,003,534 |
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 | $4,984,087 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $5,325,532 |
Participant contributions at end of year | 2019-12-31 | $918,040 |
Participant contributions at beginning of year | 2019-12-31 | $1,014,767 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $169,347 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $80,733 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $30,000 |
Administrative expenses (other) incurred | 2019-12-31 | $21,117 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $4,488 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $22,543,189 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $113,480,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $90,937,757 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $21,176 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $105,269,755 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $81,383,219 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $57,309 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,068,668 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $6,757,167 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $822,060 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $445,394 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $445,394 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $12,767 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $14,695,401 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $259,726 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $3,408,695 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $130,619 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $19,447 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,720,200 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $1,397,935 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $1,037,244 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $2,615,650 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $2,519,766 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
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 |
Accountancy firm name | 2019-12-31 | BRADY, WARE & SCHOENFELD, INC. |
Accountancy firm EIN | 2019-12-31 | 351476702 |
2018 : BWIGROUP 401(K) PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $41,406 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $41,406 |
Total transfer of assets to this plan | 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 |
Expenses. Interest paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $4,310,891 |
Total loss/gain on sale of assets | 2018-12-31 | $21,733 |
Total of all expenses incurred | 2018-12-31 | $6,014,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,983,915 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $9,040,876 |
Value of total assets at end of year | 2018-12-31 | $90,937,757 |
Value of total assets at beginning of year | 2018-12-31 | $92,641,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $30,275 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $52,233 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $5,440,362 |
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 | $5,420,297 |
Assets. Real estate other than employer real property at end of year | 2018-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $5,024,779 |
Participant contributions at end of year | 2018-12-31 | $1,014,767 |
Participant contributions at beginning of year | 2018-12-31 | $965,216 |
Participant contributions at end of year | 2018-12-31 | $169,347 |
Participant contributions at beginning of year | 2018-12-31 | $163,013 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $691,334 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $37,500 |
Administrative expenses (other) incurred | 2018-12-31 | $16,085 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $26,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-1,703,299 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $90,937,757 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $92,641,056 |
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 |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $14,190 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $81,383,219 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $85,636,235 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $46,144 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $6,757,167 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,788,551 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $445,394 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $322,416 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $322,416 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $6,089 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-10,350,985 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $27,766 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Assets. Value of employer real property at end of year | 2018-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $3,324,763 |
Employer contributions (assets) at end of year | 2018-12-31 | $130,619 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $118,916 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $20,065 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,983,915 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Contract administrator fees | 2018-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $1,037,244 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $620,709 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $1,565,908 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,544,175 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
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 | BRADY, WARE & SCHOENFELD, INC. |
Accountancy firm EIN | 2018-12-31 | 351476702 |
2017 : BWIGROUP 401(K) PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $54,203 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $54,203 |
Total transfer of assets to this plan | 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 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $22,348,555 |
Total loss/gain on sale of assets | 2017-12-31 | $26,783 |
Total of all expenses incurred | 2017-12-31 | $1,990,926 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,967,583 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $8,435,906 |
Value of total assets at end of year | 2017-12-31 | $92,641,056 |
Value of total assets at beginning of year | 2017-12-31 | $72,283,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $23,343 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $45,019 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $4,130,420 |
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 | $4,117,921 |
Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $4,779,641 |
Participant contributions at end of year | 2017-12-31 | $965,216 |
Participant contributions at beginning of year | 2017-12-31 | $917,161 |
Participant contributions at end of year | 2017-12-31 | $163,013 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $675,993 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $15,000 |
Administrative expenses (other) incurred | 2017-12-31 | $13,647 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $26,000 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $3,976 |
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 |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $20,357,629 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $92,641,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $72,283,427 |
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 |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $9,696 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $85,636,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $65,538,411 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $43,055 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,788,551 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $4,926,367 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $322,416 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $301,736 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $301,736 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,964 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $9,604,591 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $36,633 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Assets. Value of employer real property at end of year | 2017-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $2,980,272 |
Employer contributions (assets) at end of year | 2017-12-31 | $118,916 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $12,499 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,967,583 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
Contract administrator fees | 2017-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $620,709 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $595,776 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $1,543,730 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $1,516,947 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
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 | BRADY, WARE & SCHOENFELD, INC. |
Accountancy firm EIN | 2017-12-31 | 351476702 |
2016 : BWIGROUP 401(K) PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $35,988 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $35,988 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $11,596,958 |
Total loss/gain on sale of assets | 2016-12-31 | $4,230 |
Total of all expenses incurred | 2016-12-31 | $4,116,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,104,980 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $1,032 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $7,286,859 |
Value of total assets at end of year | 2016-12-31 | $72,283,427 |
Value of total assets at beginning of year | 2016-12-31 | $64,803,220 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,739 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $38,668 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,372,080 |
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 | $2,356,886 |
Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $4,343,132 |
Participant contributions at end of year | 2016-12-31 | $917,161 |
Participant contributions at beginning of year | 2016-12-31 | $835,233 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $129,392 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $20,000 |
Administrative expenses (other) incurred | 2016-12-31 | $6,752 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $3,976 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $2,474 |
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 |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $7,480,207 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $72,283,427 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $64,803,220 |
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 |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $3,987 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $65,538,411 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $59,834,135 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $38,478 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $4,926,367 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,617,192 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $301,736 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $158,243 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $158,243 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $190 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,802,557 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $36,576 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Assets. Value of employer real property at end of year | 2016-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $2,814,335 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $15,194 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,104,980 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $595,776 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $355,943 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $1,192,960 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,188,730 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
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 | BRADY, WARE & SCHOENFELD, INC. |
Accountancy firm EIN | 2016-12-31 | 351476702 |
2015 : BWIGROUP 401(K) PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-44,007 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-44,007 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $7,154,764 |
Total loss/gain on sale of assets | 2015-12-31 | $-28,114 |
Total of all expenses incurred | 2015-12-31 | $5,507,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,487,171 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $9,709 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $7,184,856 |
Value of total assets at end of year | 2015-12-31 | $64,803,220 |
Value of total assets at beginning of year | 2015-12-31 | $63,155,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $10,423 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $35,838 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,063,826 |
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 | $3,054,350 |
Assets. Real estate other than employer real property at end of year | 2015-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $4,210,133 |
Participant contributions at end of year | 2015-12-31 | $835,233 |
Participant contributions at beginning of year | 2015-12-31 | $854,729 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $256,845 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) 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 | $0 |
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 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $6,457 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $2,474 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $1,647,461 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $64,803,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $63,155,759 |
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 |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $3,966 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $59,834,135 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $58,511,260 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $35,824 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,617,192 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,318,103 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $158,243 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $152,443 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $152,443 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $14 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Asset value of US Government securities at end of year | 2015-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,072,934 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $15,299 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Assets. Value of employer real property at end of year | 2015-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $2,717,878 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $9,476 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,487,171 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
Contract administrator fees | 2015-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $355,943 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $319,224 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $1,397,226 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $1,425,340 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
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 | BRADY, WARE & SCHOENFELD, INC. |
Accountancy firm EIN | 2015-12-31 | 351476702 |
2014 : BWIGROUP 401(K) PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-56,991 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-56,991 |
Total transfer of assets to this plan | 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 |
Expenses. Interest paid | 2014-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $10,839,064 |
Total loss/gain on sale of assets | 2014-12-31 | $-15,751 |
Total of all expenses incurred | 2014-12-31 | $1,552,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,546,984 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $7,672,012 |
Value of total assets at end of year | 2014-12-31 | $63,155,759 |
Value of total assets at beginning of year | 2014-12-31 | $53,868,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,068 |
Total income from rents | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $33,537 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,807,037 |
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 | $3,797,325 |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 | $4,132,181 |
Participant contributions at end of year | 2014-12-31 | $854,729 |
Participant contributions at beginning of year | 2014-12-31 | $647,131 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $850,753 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $3,971 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $9,287,012 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $63,155,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $53,868,747 |
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 |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $1,097 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $58,511,260 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $49,409,703 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $33,522 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $0 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,318,103 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,273,737 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $152,443 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $188,140 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $188,140 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $15 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-631,117 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $30,337 |
Net gain/loss from 103.12 investment entities | 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 |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Assets. Value of employer real property at end of year | 2014-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $2,689,078 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $9,712 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,546,984 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Contract administrator fees | 2014-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $319,224 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $350,036 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $1,576,519 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,592,270 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
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 | BRADY WARE & COMPANY |
Accountancy firm EIN | 2014-12-31 | 351476702 |
2013 : BWIGROUP 401(K) PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $18,189 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $18,189 |
Total transfer of assets to this plan | 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 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $14,019,181 |
Total loss/gain on sale of assets | 2013-12-31 | $1,462 |
Total of all expenses incurred | 2013-12-31 | $1,309,786 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,307,592 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $7,190,006 |
Value of total assets at end of year | 2013-12-31 | $53,868,747 |
Value of total assets at beginning of year | 2013-12-31 | $41,159,352 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,194 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $27,279 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,964,417 |
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 | $1,958,258 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $3,947,127 |
Participant contributions at end of year | 2013-12-31 | $647,131 |
Participant contributions at beginning of year | 2013-12-31 | $631,115 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $478,518 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $2,194 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $12,709,395 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $53,868,747 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $41,159,352 |
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 |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $49,409,703 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $37,654,390 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $27,266 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,273,737 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,542,639 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $188,140 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $49,943 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $49,943 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $13 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,812,177 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $5,651 |
Net gain/loss from 103.12 investment entities | 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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $2,764,361 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $6,159 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,307,592 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $350,036 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $281,265 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,012,310 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,010,848 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
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 | BRADY WARE & COMPANY |
Accountancy firm EIN | 2013-12-31 | 351476702 |
2012 : BWIGROUP 401(K) PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $10,763 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $10,763 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $11,485,021 |
Total loss/gain on sale of assets | 2012-12-31 | $-1,999 |
Total of all expenses incurred | 2012-12-31 | $1,048,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,042,168 |
Value of total corrective distributions | 2012-12-31 | $5,351 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $7,430,940 |
Value of total assets at end of year | 2012-12-31 | $41,159,352 |
Value of total assets at beginning of year | 2012-12-31 | $30,722,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,142 |
Total interest from all sources | 2012-12-31 | $26,793 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,265,127 |
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 | $1,259,788 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,657,516 |
Participant contributions at end of year | 2012-12-31 | $631,115 |
Participant contributions at beginning of year | 2012-12-31 | $605,884 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,208,150 |
Administrative expenses (other) incurred | 2012-12-31 | $1,142 |
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 | $10,436,360 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $41,159,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $30,722,992 |
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 | $37,654,390 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $27,898,321 |
Interest on participant loans | 2012-12-31 | $26,783 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,542,639 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,941,532 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $49,943 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $39,986 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $39,986 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,693,851 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $59,546 |
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 | $2,565,274 |
Income. Dividends from common stock | 2012-12-31 | $5,339 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,042,168 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $281,265 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $237,269 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $37,565 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $39,564 |
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 | BRADY WARE & COMPANY |
Accountancy firm EIN | 2012-12-31 | 351476702 |
2011 : BWIGROUP 401(K) PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-99,478 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-99,478 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $5,857,726 |
Total loss/gain on sale of assets | 2011-12-31 | $841 |
Total of all expenses incurred | 2011-12-31 | $1,628,523 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,626,880 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,606,754 |
Value of total assets at end of year | 2011-12-31 | $30,722,992 |
Value of total assets at beginning of year | 2011-12-31 | $26,493,789 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,643 |
Total interest from all sources | 2011-12-31 | $22,860 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $845,141 |
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 | $843,788 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,509,920 |
Participant contributions at end of year | 2011-12-31 | $605,884 |
Participant contributions at beginning of year | 2011-12-31 | $493,238 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $760,374 |
Administrative expenses (other) incurred | 2011-12-31 | $1,643 |
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 | $4,229,203 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $30,722,992 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $26,493,789 |
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 | $27,898,321 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $24,838,747 |
Interest on participant loans | 2011-12-31 | $22,852 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,941,532 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,041,868 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $39,986 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $57,349 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $57,349 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $8 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,577,087 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $58,695 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,336,460 |
Income. Dividends from common stock | 2011-12-31 | $1,353 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,626,880 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $237,269 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $62,587 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $7,559 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $6,718 |
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 | BRADY WARE & SCHOENFELD |
Accountancy firm EIN | 2011-12-31 | 351476702 |
2010 : BWIGROUP 401(K) PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-4,627 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-4,627 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $9,047,647 |
Total loss/gain on sale of assets | 2010-12-31 | $1,219 |
Total of all expenses incurred | 2010-12-31 | $985,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $985,369 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,145,483 |
Value of total assets at end of year | 2010-12-31 | $26,493,789 |
Value of total assets at beginning of year | 2010-12-31 | $18,432,071 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $560 |
Total interest from all sources | 2010-12-31 | $29,893 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $611,082 |
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 | $610,914 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,191,155 |
Participant contributions at end of year | 2010-12-31 | $493,238 |
Participant contributions at beginning of year | 2010-12-31 | $647,351 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $796,911 |
Administrative expenses (other) incurred | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $8,061,718 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $26,493,789 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $18,432,071 |
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 | $24,838,747 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $16,721,655 |
Interest on participant loans | 2010-12-31 | $29,862 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,041,868 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,063,065 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $57,349 |
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 | $31 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,223,769 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $40,828 |
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 | $2,157,417 |
Income. Dividends from common stock | 2010-12-31 | $168 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $985,369 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $62,587 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $12,453 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $11,234 |
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 | BRADY WARE |
Accountancy firm EIN | 2010-12-31 | 351476702 |
2009 : BWIGROUP 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: BWIGROUP 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BWIGROUP 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BWIGROUP 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BWIGROUP 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BWIGROUP 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BWIGROUP 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BWIGROUP 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BWIGROUP 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BWIGROUP 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BWIGROUP 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BWIGROUP 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BWIGROUP 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BWIGROUP 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BWIGROUP 401(K) PLAN 2009 form 5500 responses | ||
2009-11-13 | Type of plan entity | Single employer plan |
2009-11-13 | First time form 5500 has been submitted | Yes |
2009-11-13 | Submission has been amended | No |
2009-11-13 | This submission is the final filing | No |
2009-11-13 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-11-13 | Plan funding arrangement – Trust | Yes |
2009-11-13 | Plan benefit arrangement - Trust | Yes |