SIMS BROTHERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIMS BROS., INC. 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for SIMS BROS., INC. 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2016 : SIMS BROS., INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $3,075,181 |
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 | $569,964 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $327,672 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $278,740 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $30,082 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $337,943 |
Value of total assets at end of year | 2016-12-31 | $0 |
Value of total assets at beginning of year | 2016-12-31 | $2,832,889 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $18,850 |
Total interest from all sources | 2016-12-31 | $2,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $105,200 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $105,200 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $284,000 |
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 | $227,720 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $74,917 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $18,850 |
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 | $242,292 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,832,889 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,516,062 |
Interest on participant loans | 2016-12-31 | $2,695 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $236,721 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $119,222 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $4,904 |
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 | $110,223 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $5,189 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $278,740 |
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 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | Yes |
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 | NERONE CLLB & ASSOCIATES, LLC |
Accountancy firm EIN | 2016-12-31 | 812536303 |
2015 : SIMS BROS., INC. 401(K) PROFIT SHARING PLAN & TRUST 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 | $348,401 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $253,888 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $212,432 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $29,158 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $343,927 |
Value of total assets at end of year | 2015-12-31 | $2,832,889 |
Value of total assets at beginning of year | 2015-12-31 | $2,738,376 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $12,298 |
Total interest from all sources | 2015-12-31 | $2,634 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $117,149 |
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 | $117,149 |
Administrative expenses professional fees incurred | 2015-12-31 | $1,509 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $219,304 |
Participant contributions at end of year | 2015-12-31 | $74,917 |
Participant contributions at beginning of year | 2015-12-31 | $76,395 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $10,789 |
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 | $94,513 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,832,889 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,738,376 |
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 | $2,516,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,443,196 |
Interest on participant loans | 2015-12-31 | $2,634 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $236,721 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $218,785 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-121,065 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $5,756 |
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 | $124,623 |
Employer contributions (assets) at end of year | 2015-12-31 | $5,189 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $212,432 |
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 |
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 | NERONE CLLB & ASSOCIATES, LLC |
Accountancy firm EIN | 2015-12-31 | 812536303 |
2014 : SIMS BROS., INC. 401(K) PROFIT SHARING PLAN & TRUST 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 | $471,394 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $226,187 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $206,798 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $7,722 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $308,755 |
Value of total assets at end of year | 2014-12-31 | $2,738,376 |
Value of total assets at beginning of year | 2014-12-31 | $2,493,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $11,667 |
Total interest from all sources | 2014-12-31 | $3,345 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $300,000 |
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 | $199,153 |
Participant contributions at end of year | 2014-12-31 | $76,395 |
Participant contributions at beginning of year | 2014-12-31 | $65,932 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $557 |
Administrative expenses (other) incurred | 2014-12-31 | $11,667 |
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 | $245,207 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,738,376 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,493,169 |
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 | $2,443,196 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,218,590 |
Interest on participant loans | 2014-12-31 | $3,345 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $218,785 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $208,647 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $155,551 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,743 |
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 | $109,045 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $206,798 |
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 | JOSEPH V. NERONE & ASSOC., INC. |
Accountancy firm EIN | 2014-12-31 | 311146449 |
2013 : SIMS BROS., INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $757,805 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $683,799 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $673,007 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $377,055 |
Value of total assets at end of year | 2013-12-31 | $2,493,169 |
Value of total assets at beginning of year | 2013-12-31 | $2,419,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,792 |
Total interest from all sources | 2013-12-31 | $2,401 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $68,734 |
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 | $68,734 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $300,000 |
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 | $184,281 |
Participant contributions at end of year | 2013-12-31 | $65,932 |
Participant contributions at beginning of year | 2013-12-31 | $38,062 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $94,248 |
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 | $74,006 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,493,169 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,419,163 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,218,590 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,231,437 |
Interest on participant loans | 2013-12-31 | $2,401 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $208,647 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $149,664 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $306,906 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2,709 |
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 | $98,526 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $673,007 |
Contract administrator fees | 2013-12-31 | $10,792 |
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 | JOSEPH V. NERONE & ASSOC., INC. |
Accountancy firm EIN | 2013-12-31 | 311146449 |
2012 : SIMS BROS., INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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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 | $589,509 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $70,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $60,908 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $304,957 |
Value of total assets at end of year | 2012-12-31 | $2,419,163 |
Value of total assets at beginning of year | 2012-12-31 | $1,899,883 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,321 |
Total interest from all sources | 2012-12-31 | $1,721 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $68,103 |
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 | $68,103 |
Administrative expenses professional fees incurred | 2012-12-31 | $1,170 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $215,000 |
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 | $190,461 |
Participant contributions at end of year | 2012-12-31 | $38,062 |
Participant contributions at beginning of year | 2012-12-31 | $39,595 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $2,467 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $15,514 |
Administrative expenses (other) incurred | 2012-12-31 | $8,151 |
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 | $519,280 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,419,163 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,899,883 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,231,437 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,736,707 |
Interest on participant loans | 2012-12-31 | $1,721 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $149,664 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $120,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $204,982 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $9,746 |
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 | $98,982 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $587 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $60,908 |
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 | JOSEPH V. NERONE & ASSOC., INC. |
Accountancy firm EIN | 2012-12-31 | 311146449 |
2011 : SIMS BROS., INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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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 | $207,356 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $453,455 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $446,300 |
Value of total corrective distributions | 2011-12-31 | $728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $203,636 |
Value of total assets at end of year | 2011-12-31 | $1,899,883 |
Value of total assets at beginning of year | 2011-12-31 | $2,145,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,427 |
Total interest from all sources | 2011-12-31 | $2,917 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $42,753 |
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 | $42,753 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $215,000 |
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 | $163,199 |
Participant contributions at end of year | 2011-12-31 | $39,595 |
Participant contributions at beginning of year | 2011-12-31 | $69,622 |
Participant contributions at end of year | 2011-12-31 | $2,467 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,299 |
Administrative expenses (other) incurred | 2011-12-31 | $6,427 |
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 | $-246,099 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,899,883 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,145,982 |
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 | $1,736,707 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,076,360 |
Interest on participant loans | 2011-12-31 | $2,917 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $120,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-43,909 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,959 |
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 | $39,138 |
Employer contributions (assets) at end of year | 2011-12-31 | $587 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $446,300 |
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 | JOSEPH V. NERONE & ASSOC., INC. |
Accountancy firm EIN | 2011-12-31 | 311146449 |
2010 : SIMS BROS., INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
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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 | $349,025 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $553,346 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $550,964 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $173,828 |
Value of total assets at end of year | 2010-12-31 | $2,145,982 |
Value of total assets at beginning of year | 2010-12-31 | $2,350,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,100 |
Total interest from all sources | 2010-12-31 | $4,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $62,924 |
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 | $62,924 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $236,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
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 | $151,543 |
Participant contributions at end of year | 2010-12-31 | $69,622 |
Participant contributions at beginning of year | 2010-12-31 | $74,072 |
Administrative expenses (other) incurred | 2010-12-31 | $2,100 |
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 | $-204,321 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,145,982 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,350,303 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,076,360 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,276,231 |
Interest on participant loans | 2010-12-31 | $4,105 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $108,168 |
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 | $22,285 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $550,964 |
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 | Yes |
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 | JOSEPH V. NERONE & ASSOC., INC. |
Accountancy firm EIN | 2010-12-31 | 311146449 |
2009 : SIMS BROS., INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |