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BARONA EMPLOYEES 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBARONA EMPLOYEES 401(K) RETIREMENT PLAN
Plan identification number 001

BARONA EMPLOYEES 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BARONA BAND OF MISSION INDIANS has sponsored the creation of one or more 401k plans.

Company Name:BARONA BAND OF MISSION INDIANS
Employer identification number (EIN):330687849
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARONA EMPLOYEES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEAN ALLEN
0012016-01-01DEAN ALLEN
0012015-01-01DEAN ALLEN
0012014-01-01DEAN ALLEN
0012013-01-01DEAN ALLEN
0012012-01-01DEAN ALLEN
0012011-01-01DEAN ALLEN
0012010-01-01DEAN ALLEN
0012009-01-01W. DEAN ALLEN, TRUSTEE

Plan Statistics for BARONA EMPLOYEES 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BARONA EMPLOYEES 401(K) RETIREMENT PLAN

Measure Date Value
2022: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,335
Total number of active participants reported on line 7a of the Form 55002022-01-011,777
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01543
Total of all active and inactive participants2022-01-012,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-012,357
Number of participants with account balances2022-01-012,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0181
2021: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,090
Total number of active participants reported on line 7a of the Form 55002021-01-011,723
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-01573
Total of all active and inactive participants2021-01-012,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-012,333
Number of participants with account balances2021-01-012,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01279
2020: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,459
Total number of active participants reported on line 7a of the Form 55002020-01-012,704
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01359
Total of all active and inactive participants2020-01-013,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-013,089
Number of participants with account balances2020-01-012,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01135
2019: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,563
Total number of active participants reported on line 7a of the Form 55002019-01-013,182
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-01252
Total of all active and inactive participants2019-01-013,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-013,459
Number of participants with account balances2019-01-012,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01120
2018: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,367
Total number of active participants reported on line 7a of the Form 55002018-01-013,274
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01265
Total of all active and inactive participants2018-01-013,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-013,563
Number of participants with account balances2018-01-013,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01107
2017: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,290
Total number of active participants reported on line 7a of the Form 55002017-01-013,097
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01231
Total of all active and inactive participants2017-01-013,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-013,346
Number of participants with account balances2017-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0179
2016: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,226
Total number of active participants reported on line 7a of the Form 55002016-01-013,041
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01239
Total of all active and inactive participants2016-01-013,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-013,289
Number of participants with account balances2016-01-012,707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0165
2015: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,292
Total number of active participants reported on line 7a of the Form 55002015-01-013,007
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01217
Total of all active and inactive participants2015-01-013,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-013,226
Number of participants with account balances2015-01-012,792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0169
2014: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,477
Total number of active participants reported on line 7a of the Form 55002014-01-013,033
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01259
Total of all active and inactive participants2014-01-013,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,292
Number of participants with account balances2014-01-012,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0168
2013: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,444
Total number of active participants reported on line 7a of the Form 55002013-01-013,092
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01373
Total of all active and inactive participants2013-01-013,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,465
Number of participants with account balances2013-01-013,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0185
2012: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,596
Total number of active participants reported on line 7a of the Form 55002012-01-013,281
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01288
Total of all active and inactive participants2012-01-013,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,569
Number of participants with account balances2012-01-012,954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01104
2011: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,421
Total number of active participants reported on line 7a of the Form 55002011-01-013,260
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01329
Total of all active and inactive participants2011-01-013,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,589
Number of participants with account balances2011-01-013,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0161
2010: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,445
Total number of active participants reported on line 7a of the Form 55002010-01-013,244
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01318
Total of all active and inactive participants2010-01-013,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,562
Number of participants with account balances2010-01-013,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0177
2009: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,090
Total number of active participants reported on line 7a of the Form 55002009-01-013,049
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01362
Total of all active and inactive participants2009-01-013,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,411
Number of participants with account balances2009-01-013,314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01147

Financial Data on BARONA EMPLOYEES 401(K) RETIREMENT PLAN

Measure Date Value
2022 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-12,351,537
Total of all expenses incurred2022-12-31$9,901,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,617,926
Value of total corrective distributions2022-12-31$22,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,650,330
Value of total assets at end of year2022-12-31$101,417,855
Value of total assets at beginning of year2022-12-31$123,670,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$260,730
Total interest from all sources2022-12-31$196,466
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,273,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,273,198
Administrative expenses professional fees incurred2022-12-31$20,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,097,808
Participant contributions at end of year2022-12-31$195,182
Participant contributions at beginning of year2022-12-31$193,679
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,801
Administrative expenses (other) incurred2022-12-31$105,211
Total non interest bearing cash at end of year2022-12-31$56,668
Total non interest bearing cash at beginning of year2022-12-31$59,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,252,911
Value of net assets at end of year (total assets less liabilities)2022-12-31$101,417,855
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$123,670,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$135,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$91,533,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$115,198,335
Interest earned on other investments2022-12-31$195,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$257,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$242,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$242,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,323,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,923,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,471,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,540,721
Employer contributions (assets) at end of year2022-12-31$52,607
Employer contributions (assets) at beginning of year2022-12-31$52,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,617,926
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DUFFY KRUSPODIN, LLP
Accountancy firm EIN2022-12-31954244393
2021 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$24,989,016
Total of all expenses incurred2021-12-31$16,348,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,884,865
Value of total corrective distributions2021-12-31$165,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,070,372
Value of total assets at end of year2021-12-31$123,670,766
Value of total assets at beginning of year2021-12-31$115,030,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$298,743
Total interest from all sources2021-12-31$185,349
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,820,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,820,699
Administrative expenses professional fees incurred2021-12-31$18,900
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,855,646
Participant contributions at end of year2021-12-31$193,679
Participant contributions at beginning of year2021-12-31$179,586
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$100,000
Administrative expenses (other) incurred2021-12-31$134,103
Total non interest bearing cash at end of year2021-12-31$59,892
Total non interest bearing cash at beginning of year2021-12-31$57,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,640,332
Value of net assets at end of year (total assets less liabilities)2021-12-31$123,670,766
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$115,030,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$145,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$115,198,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$105,675,492
Interest earned on other investments2021-12-31$185,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$242,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$78,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$78,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,923,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,039,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,912,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,114,726
Employer contributions (assets) at end of year2021-12-31$52,722
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,884,865
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DUFFY KRUSPODIN, LLP
Accountancy firm EIN2021-12-31954244393
2020 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$23,338,317
Total of all expenses incurred2020-12-31$34,942,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$34,456,974
Value of total corrective distributions2020-12-31$193,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,531,083
Value of total assets at end of year2020-12-31$115,030,434
Value of total assets at beginning of year2020-12-31$126,634,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$292,483
Total interest from all sources2020-12-31$214,891
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,572,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,572,264
Administrative expenses professional fees incurred2020-12-31$17,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,820,809
Participant contributions at end of year2020-12-31$179,586
Participant contributions at beginning of year2020-12-31$1,162
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$71,020
Administrative expenses (other) incurred2020-12-31$133,239
Total non interest bearing cash at end of year2020-12-31$57,223
Total non interest bearing cash at beginning of year2020-12-31$56,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-11,604,308
Value of net assets at end of year (total assets less liabilities)2020-12-31$115,030,434
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$126,634,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$141,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$105,675,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$117,933,265
Interest earned on other investments2020-12-31$214,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$78,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$21,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$21,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,039,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,621,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,020,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$639,254
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$34,456,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DUFFY KRUSPODIN, LLP
Accountancy firm EIN2020-12-31954244393
2019 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$34,901,403
Total income from all sources (including contributions)2019-12-31$34,901,403
Total of all expenses incurred2019-12-31$9,982,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,528,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,528,976
Value of total corrective distributions2019-12-31$145,341
Value of total corrective distributions2019-12-31$145,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,469,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,469,631
Value of total assets at end of year2019-12-31$126,634,742
Value of total assets at end of year2019-12-31$126,634,742
Value of total assets at beginning of year2019-12-31$101,716,292
Value of total assets at beginning of year2019-12-31$101,716,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$308,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$308,636
Total interest from all sources2019-12-31$191,007
Total interest from all sources2019-12-31$191,007
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,811,256
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,811,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,811,256
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,811,256
Administrative expenses professional fees incurred2019-12-31$16,961
Administrative expenses professional fees incurred2019-12-31$16,961
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,187,826
Contributions received from participants2019-12-31$8,187,826
Participant contributions at end of year2019-12-31$1,162
Participant contributions at end of year2019-12-31$1,162
Participant contributions at beginning of year2019-12-31$2,866
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,390
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,390
Administrative expenses (other) incurred2019-12-31$150,669
Administrative expenses (other) incurred2019-12-31$150,669
Total non interest bearing cash at end of year2019-12-31$56,812
Total non interest bearing cash at end of year2019-12-31$56,812
Total non interest bearing cash at beginning of year2019-12-31$58,611
Total non interest bearing cash at beginning of year2019-12-31$58,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$24,918,450
Value of net assets at end of year (total assets less liabilities)2019-12-31$126,634,742
Value of net assets at end of year (total assets less liabilities)2019-12-31$126,634,742
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$101,716,292
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$101,716,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$141,006
Investment advisory and management fees2019-12-31$141,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$117,933,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$117,933,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$94,544,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$94,544,952
Interest earned on other investments2019-12-31$190,815
Interest earned on other investments2019-12-31$190,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$21,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$21,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$16,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$16,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$16,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$16,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,621,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,621,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,093,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,093,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,429,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,429,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,227,415
Contributions received in cash from employer2019-12-31$2,227,415
Employer contributions (assets) at end of year2019-12-31$381
Employer contributions (assets) at beginning of year2019-12-31$761
Employer contributions (assets) at beginning of year2019-12-31$761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,528,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,528,976
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DUFFY KRUSPODIN, LLP
Accountancy firm EIN2019-12-31954244393
2018 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$4,891,303
Total of all expenses incurred2018-12-31$8,098,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,473,077
Value of total corrective distributions2018-12-31$176,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,716,411
Value of total assets at end of year2018-12-31$101,716,292
Value of total assets at beginning of year2018-12-31$104,923,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$448,945
Total interest from all sources2018-12-31$142,087
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,737,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,737,858
Administrative expenses professional fees incurred2018-12-31$16,758
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,409,695
Participant contributions at end of year2018-12-31$2,866
Participant contributions at beginning of year2018-12-31$635
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$248,437
Administrative expenses (other) incurred2018-12-31$296,199
Total non interest bearing cash at end of year2018-12-31$58,611
Total non interest bearing cash at beginning of year2018-12-31$59,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,207,689
Value of net assets at end of year (total assets less liabilities)2018-12-31$101,716,292
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$104,923,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$135,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$94,544,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$99,458,277
Interest earned on other investments2018-12-31$142,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$16,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,093,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,397,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,705,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,058,279
Employer contributions (assets) at end of year2018-12-31$761
Employer contributions (assets) at beginning of year2018-12-31$236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,473,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DUFFY KRUSPODIN, LLP
Accountancy firm EIN2018-12-31954244393
2017 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$24,106,398
Total of all expenses incurred2017-12-31$6,555,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,082,094
Value of total corrective distributions2017-12-31$78,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,611,752
Value of total assets at end of year2017-12-31$104,923,981
Value of total assets at beginning of year2017-12-31$87,373,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$394,881
Total interest from all sources2017-12-31$107,801
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,656,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,656,053
Administrative expenses professional fees incurred2017-12-31$16,855
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,728,211
Participant contributions at end of year2017-12-31$635
Participant contributions at beginning of year2017-12-31$901
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,020
Administrative expenses (other) incurred2017-12-31$261,010
Total non interest bearing cash at end of year2017-12-31$59,197
Total non interest bearing cash at beginning of year2017-12-31$59,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,550,586
Value of net assets at end of year (total assets less liabilities)2017-12-31$104,923,981
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$87,373,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$117,016
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$99,458,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$82,106,625
Interest earned on other investments2017-12-31$107,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,397,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,198,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,730,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,863,521
Employer contributions (assets) at end of year2017-12-31$236
Employer contributions (assets) at beginning of year2017-12-31$338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,082,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HAFLINGER & ASSOCIATES, CPA'S
Accountancy firm EIN2017-12-31522207502
2016 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$16,272,190
Total of all expenses incurred2016-12-31$6,561,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,172,347
Value of total corrective distributions2016-12-31$45,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,594,500
Value of total assets at end of year2016-12-31$87,373,395
Value of total assets at beginning of year2016-12-31$77,662,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$343,510
Total interest from all sources2016-12-31$96,308
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,263,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,263,941
Administrative expenses professional fees incurred2016-12-31$26,616
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,578,293
Participant contributions at end of year2016-12-31$901
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$166,516
Administrative expenses (other) incurred2016-12-31$216,132
Total non interest bearing cash at end of year2016-12-31$59,897
Total non interest bearing cash at beginning of year2016-12-31$57,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,710,933
Value of net assets at end of year (total assets less liabilities)2016-12-31$87,373,395
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,662,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$100,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$82,106,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$73,813,760
Interest earned on other investments2016-12-31$96,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$18,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$18,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,198,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,772,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,317,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,849,691
Employer contributions (assets) at end of year2016-12-31$338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,172,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HAFLINGER & ASSOCIATES, CPA'S
Accountancy firm EIN2016-12-31522207502
2015 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$7,215,467
Total of all expenses incurred2015-12-31$6,130,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,875,368
Value of total corrective distributions2015-12-31$41,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,941,314
Value of total assets at end of year2015-12-31$77,662,462
Value of total assets at beginning of year2015-12-31$76,577,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$212,798
Total interest from all sources2015-12-31$48,037
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$993,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$993,023
Administrative expenses professional fees incurred2015-12-31$16,848
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,073,137
Participant contributions at beginning of year2015-12-31$2,223
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$80,060
Administrative expenses (other) incurred2015-12-31$126,837
Total non interest bearing cash at end of year2015-12-31$57,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,085,418
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,662,462
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,577,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$32,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$73,813,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$76,574,821
Interest on participant loans2015-12-31$15
Interest earned on other investments2015-12-31$48,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$18,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,772,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,766,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,788,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,875,368
Contract administrator fees2015-12-31$36,806
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HAFLINGER & ASSOCIATES, CPA'S
Accountancy firm EIN2015-12-31522207502
2014 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$11,872,753
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,542,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,392,564
Value of total corrective distributions2014-12-31$61,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,112,422
Value of total assets at end of year2014-12-31$76,577,044
Value of total assets at beginning of year2014-12-31$71,246,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$88,807
Total interest from all sources2014-12-31$288
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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$16,841
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,450,745
Participant contributions at end of year2014-12-31$2,223
Participant contributions at beginning of year2014-12-31$5,629
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,330,173
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,577,044
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$71,246,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$76,574,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$71,238,765
Interest on participant loans2014-12-31$288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,760,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,628,649
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,392,564
Contract administrator fees2014-12-31$71,966
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HAFLINGER & ASSOCIATES, CPA'S
Accountancy firm EIN2014-12-31522207502
2013 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$21,151,496
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,568,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,428,899
Value of total corrective distributions2013-12-31$51,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,630,143
Value of total assets at end of year2013-12-31$71,246,871
Value of total assets at beginning of year2013-12-31$55,663,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$88,171
Total interest from all sources2013-12-31$539
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$16,825
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,098,503
Participant contributions at end of year2013-12-31$5,629
Participant contributions at beginning of year2013-12-31$9,197
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$11
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$26,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$15,583,134
Value of net assets at end of year (total assets less liabilities)2013-12-31$71,246,871
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,663,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$71,238,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$55,654,529
Interest on participant loans2013-12-31$539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,520,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,505,095
Employer contributions (assets) at end of year2013-12-31$2,477
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,428,899
Contract administrator fees2013-12-31$71,346
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HAFLINGER & ASSOCIATES, CPA'S
Accountancy firm EIN2013-12-31522207502
2012 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$12,663,356
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,733,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,630,268
Value of total corrective distributions2012-12-31$17,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,530,472
Value of total assets at end of year2012-12-31$55,663,737
Value of total assets at beginning of year2012-12-31$49,734,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$86,070
Total interest from all sources2012-12-31$851
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,662,749
Participant contributions at end of year2012-12-31$9,197
Participant contributions at beginning of year2012-12-31$14,902
Participant contributions at end of year2012-12-31$11
Participant contributions at beginning of year2012-12-31$278
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$170,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,929,408
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,663,737
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$49,734,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$55,654,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$49,719,149
Interest on participant loans2012-12-31$851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,132,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$697,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,630,268
Contract administrator fees2012-12-31$86,070
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HAFLINGER & ASSOCIATES, CPA'S
Accountancy firm EIN2012-12-31522207502
2011 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$3,082,484
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,770,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,737,987
Value of total corrective distributions2011-12-31$32,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,904,312
Value of total assets at end of year2011-12-31$49,734,329
Value of total assets at beginning of year2011-12-31$53,422,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$985
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,652,590
Participant contributions at end of year2011-12-31$14,902
Participant contributions at beginning of year2011-12-31$19,246
Participant contributions at end of year2011-12-31$278
Participant contributions at beginning of year2011-12-31$14,423
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$251,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,688,188
Value of net assets at end of year (total assets less liabilities)2011-12-31$49,734,329
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,422,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$49,719,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$53,388,848
Interest on participant loans2011-12-31$985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,822,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,737,987
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HAFLINGER & ASSOCIATES, CPA'S
Accountancy firm EIN2011-12-31522207502
2010 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$10,933,537
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,227,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,213,484
Value of total corrective distributions2010-12-31$13,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,958,686
Value of total assets at end of year2010-12-31$53,422,517
Value of total assets at beginning of year2010-12-31$47,716,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$3,434
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,866,878
Participant contributions at end of year2010-12-31$19,246
Participant contributions at beginning of year2010-12-31$88,305
Participant contributions at end of year2010-12-31$14,423
Participant contributions at beginning of year2010-12-31$164,126
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$91,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,706,267
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,422,517
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$47,716,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$53,388,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$47,459,226
Interest on participant loans2010-12-31$3,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,971,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,213,484
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HAFLINGER & ASSOCIATES, CPA'S
Accountancy firm EIN2010-12-31522207502
2009 : BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BARONA EMPLOYEES 401(K) RETIREMENT PLAN

2022: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BARONA EMPLOYEES 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberQK62980
Policy instance 1
Insurance contract or identification numberQK62980
Number of Individuals Covered2051
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberQK62980
Policy instance 1
Insurance contract or identification numberQK62980
Number of Individuals Covered2163
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberQK62980
Policy instance 1
Insurance contract or identification numberQK62980
Number of Individuals Covered2554
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberQK62980
Policy instance 1
Insurance contract or identification numberQK62980
Number of Individuals Covered2973
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberQK62980
Policy instance 1
Insurance contract or identification numberQK62980
Number of Individuals Covered3006
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberQK62980
Policy instance 1
Insurance contract or identification numberQK62980
Number of Individuals Covered472
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberQK62980
Policy instance 1
Insurance contract or identification numberQK62980
Number of Individuals Covered2792
Insurance policy start date2015-06-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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