THE JOHN A BECKER COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BECKER ' S PROFIT SHARING SAVINGS PLAN
Measure | Date | Value |
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2019 : BECKER ' S PROFIT SHARING SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-06-03 | $0 |
Total transfer of assets from this plan | 2019-06-03 | $15,494,321 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-03 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-03 | $0 |
Total income from all sources (including contributions) | 2019-06-03 | $1,741,958 |
Total loss/gain on sale of assets | 2019-06-03 | $0 |
Total of all expenses incurred | 2019-06-03 | $1,961,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-03 | $1,960,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-03 | $433,892 |
Value of total assets at end of year | 2019-06-03 | $0 |
Value of total assets at beginning of year | 2019-06-03 | $15,713,918 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-03 | $1,550 |
Total interest from all sources | 2019-06-03 | $42,866 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-03 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-03 | No |
Was this plan covered by a fidelity bond | 2019-06-03 | Yes |
Value of fidelity bond cover | 2019-06-03 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-06-03 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-03 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-03 | No |
Contributions received from participants | 2019-06-03 | $350,177 |
Participant contributions at end of year | 2019-06-03 | $0 |
Participant contributions at beginning of year | 2019-06-03 | $222,303 |
Other income not declared elsewhere | 2019-06-03 | $95 |
Administrative expenses (other) incurred | 2019-06-03 | $1,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-03 | No |
Value of net income/loss | 2019-06-03 | $-219,597 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-03 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-03 | $15,713,918 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-03 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-03 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-03 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-03 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-03 | $12,151,988 |
Interest on participant loans | 2019-06-03 | $3,839 |
Interest earned on other investments | 2019-06-03 | $39,027 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-03 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-03 | $3,339,627 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-03 | $1,265,105 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-03 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-03 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-03 | No |
Contributions received in cash from employer | 2019-06-03 | $83,715 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-03 | $1,960,005 |
Did the plan have assets held for investment | 2019-06-03 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-03 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-03 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-03 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-03 | Disclaimer |
Accountancy firm name | 2019-06-03 | RSM US LLP |
Accountancy firm EIN | 2019-06-03 | 420714325 |
2018 : BECKER ' S PROFIT SHARING SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $254,861 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $711,374 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $709,974 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $979,979 |
Value of total assets at end of year | 2018-12-31 | $15,713,918 |
Value of total assets at beginning of year | 2018-12-31 | $16,170,431 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,400 |
Total interest from all sources | 2018-12-31 | $110,587 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $965,764 |
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 | $965,764 |
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 | $787,295 |
Participant contributions at end of year | 2018-12-31 | $222,303 |
Participant contributions at beginning of year | 2018-12-31 | $284,691 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,722 |
Other income not declared elsewhere | 2018-12-31 | $182 |
Administrative expenses (other) incurred | 2018-12-31 | $1,400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-456,513 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $15,713,918 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,170,431 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,151,988 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $12,388,532 |
Interest on participant loans | 2018-12-31 | $12,559 |
Interest earned on other investments | 2018-12-31 | $98,028 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $3,339,627 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $3,497,208 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,801,651 |
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 |
Contributions received in cash from employer | 2018-12-31 | $189,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $709,974 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | RSM US LLP |
Accountancy firm EIN | 2018-12-31 | 420714325 |
2017 : BECKER ' S PROFIT SHARING SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,300,420 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,174,143 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,159,335 |
Value of total corrective distributions | 2017-12-31 | $11,658 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $963,511 |
Value of total assets at end of year | 2017-12-31 | $16,170,431 |
Value of total assets at beginning of year | 2017-12-31 | $14,044,154 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,150 |
Total interest from all sources | 2017-12-31 | $112,730 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $682,697 |
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 | $682,697 |
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 | $759,848 |
Participant contributions at end of year | 2017-12-31 | $284,691 |
Participant contributions at beginning of year | 2017-12-31 | $176,974 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $10,788 |
Other income not declared elsewhere | 2017-12-31 | $195 |
Administrative expenses (other) incurred | 2017-12-31 | $3,150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,126,277 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $16,170,431 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,044,154 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $12,388,532 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,475,081 |
Interest on participant loans | 2017-12-31 | $10,434 |
Interest earned on other investments | 2017-12-31 | $102,296 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $3,497,208 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $3,392,099 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,541,287 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $192,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,159,335 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | RSM US LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : BECKER ' S PROFIT SHARING SAVINGS PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,867,784 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $505,890 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $504,090 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,013,673 |
Value of total assets at end of year | 2016-12-31 | $14,044,154 |
Value of total assets at beginning of year | 2016-12-31 | $12,682,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,800 |
Total interest from all sources | 2016-12-31 | $105,817 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $546,600 |
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 | $546,600 |
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 | $672,373 |
Participant contributions at end of year | 2016-12-31 | $176,974 |
Participant contributions at beginning of year | 2016-12-31 | $160,645 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $150,148 |
Other income not declared elsewhere | 2016-12-31 | $477 |
Administrative expenses (other) incurred | 2016-12-31 | $1,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,361,894 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,044,154 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,682,260 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,475,081 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,376,423 |
Interest on participant loans | 2016-12-31 | $7,216 |
Interest earned on other investments | 2016-12-31 | $98,601 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $3,392,099 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $3,145,192 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $201,217 |
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 |
Contributions received in cash from employer | 2016-12-31 | $191,152 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $504,090 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : BECKER ' S PROFIT SHARING SAVINGS PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,004,120 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $917,657 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $915,057 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $883,690 |
Value of total assets at end of year | 2015-12-31 | $12,682,260 |
Value of total assets at beginning of year | 2015-12-31 | $12,595,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,600 |
Total interest from all sources | 2015-12-31 | $99,757 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $668,033 |
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 | $668,033 |
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 | $669,645 |
Participant contributions at end of year | 2015-12-31 | $160,645 |
Participant contributions at beginning of year | 2015-12-31 | $170,641 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $37,621 |
Administrative expenses (other) incurred | 2015-12-31 | $2,600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $86,463 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,682,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,595,797 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,376,423 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,083,009 |
Interest on participant loans | 2015-12-31 | $6,923 |
Interest earned on other investments | 2015-12-31 | $92,834 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $3,145,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $3,342,147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-647,360 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $176,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $915,057 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | RSM US LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : BECKER ' S PROFIT SHARING SAVINGS PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,564,483 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $830,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $820,394 |
Value of total corrective distributions | 2014-12-31 | $8,048 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $836,859 |
Value of total assets at end of year | 2014-12-31 | $12,595,797 |
Value of total assets at beginning of year | 2014-12-31 | $11,862,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,550 |
Total interest from all sources | 2014-12-31 | $102,329 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $525,141 |
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 | $525,141 |
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 | $635,822 |
Participant contributions at end of year | 2014-12-31 | $170,641 |
Participant contributions at beginning of year | 2014-12-31 | $196,616 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $26,747 |
Other income not declared elsewhere | 2014-12-31 | $850 |
Administrative expenses (other) incurred | 2014-12-31 | $2,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $733,491 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,595,797 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,862,306 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,083,009 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,192,797 |
Interest on participant loans | 2014-12-31 | $7,423 |
Interest earned on other investments | 2014-12-31 | $94,906 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $3,342,147 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $3,472,893 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $99,304 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $174,290 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $820,394 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : BECKER ' S PROFIT SHARING SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,292,904 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $720,395 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $717,945 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $687,314 |
Value of total assets at end of year | 2013-12-31 | $11,862,306 |
Value of total assets at beginning of year | 2013-12-31 | $10,289,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,450 |
Total interest from all sources | 2013-12-31 | $107,234 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $219,611 |
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 | $219,611 |
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 | $565,620 |
Participant contributions at end of year | 2013-12-31 | $196,616 |
Participant contributions at beginning of year | 2013-12-31 | $219,902 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,391 |
Other income not declared elsewhere | 2013-12-31 | $834 |
Administrative expenses (other) incurred | 2013-12-31 | $2,450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,572,509 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,862,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,289,797 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,192,797 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,751,630 |
Interest on participant loans | 2013-12-31 | $8,520 |
Interest earned on other investments | 2013-12-31 | $98,714 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $3,472,893 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $3,318,265 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,277,911 |
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 |
Contributions received in cash from employer | 2013-12-31 | $120,303 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $717,945 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BATTELLE & BATTELLE LLP |
Accountancy firm EIN | 2013-12-31 | 310210560 |
2012 : BECKER ' S PROFIT SHARING SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $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 | $1,481,915 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $519,101 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $517,827 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $570,115 |
Value of total assets at end of year | 2012-12-31 | $10,289,797 |
Value of total assets at beginning of year | 2012-12-31 | $9,326,983 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,274 |
Total interest from all sources | 2012-12-31 | $107,678 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $156,521 |
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 | $156,521 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $498,180 |
Participant contributions at end of year | 2012-12-31 | $219,902 |
Participant contributions at beginning of year | 2012-12-31 | $211,308 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $3,025 |
Other income not declared elsewhere | 2012-12-31 | $162 |
Administrative expenses (other) incurred | 2012-12-31 | $1,274 |
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 | $962,814 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,289,797 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,326,983 |
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 | $6,751,630 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,832,297 |
Interest on participant loans | 2012-12-31 | $10,092 |
Interest earned on other investments | 2012-12-31 | $97,586 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $3,318,265 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $3,283,378 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $647,439 |
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 | $68,910 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $517,827 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BATTELLE & BATTELLE LLP |
Accountancy firm EIN | 2012-12-31 | 310210560 |
2011 : BECKER ' S PROFIT SHARING SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $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 | $439,184 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $255,312 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $254,412 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $473,916 |
Value of total assets at end of year | 2011-12-31 | $9,326,983 |
Value of total assets at beginning of year | 2011-12-31 | $9,143,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $900 |
Total interest from all sources | 2011-12-31 | $92,100 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $115,353 |
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 | $115,353 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $445,949 |
Participant contributions at end of year | 2011-12-31 | $211,308 |
Participant contributions at beginning of year | 2011-12-31 | $257,472 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $183 |
Other income not declared elsewhere | 2011-12-31 | $921 |
Administrative expenses (other) incurred | 2011-12-31 | $900 |
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 | $183,872 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,326,983 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,143,111 |
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 | $5,832,297 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,653,285 |
Interest on participant loans | 2011-12-31 | $9,894 |
Interest earned on other investments | 2011-12-31 | $82,206 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $3,283,378 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $2,232,354 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-243,106 |
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 | $27,784 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $254,412 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2011-12-31 | 310800053 |
2010 : BECKER ' S PROFIT SHARING SAVINGS PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $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 | $1,198,093 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $902,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $887,678 |
Value of total corrective distributions | 2010-12-31 | $14,460 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $409,859 |
Value of total assets at end of year | 2010-12-31 | $9,143,111 |
Value of total assets at beginning of year | 2010-12-31 | $8,847,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $600 |
Total interest from all sources | 2010-12-31 | $82,998 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $90,232 |
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 | $90,232 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $409,859 |
Participant contributions at end of year | 2010-12-31 | $257,472 |
Participant contributions at beginning of year | 2010-12-31 | $267,106 |
Other income not declared elsewhere | 2010-12-31 | $528 |
Administrative expenses (other) incurred | 2010-12-31 | $600 |
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 | $295,355 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,143,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,847,756 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,653,285 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,964,772 |
Interest on participant loans | 2010-12-31 | $10,558 |
Interest earned on other investments | 2010-12-31 | $72,440 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $2,232,354 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,615,878 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $614,476 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $887,678 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2010-12-31 | 310800053 |