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BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

BAXTER & WOODMAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:BAXTER & WOODMAN, INC.
Employer identification number (EIN):362845242
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about BAXTER & WOODMAN, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2020-06-04
Company Identification Number: 0803639084
Legal Registered Office Address: 8678 RIDGEFIELD RD

CRYSTAL LAKE
United States of America (USA)
60012

More information about BAXTER & WOODMAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS 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
0012020-01-01
0012019-01-01
0012018-01-01ROBERT BRADFORD ROBERT BRADFORD2019-07-15
0012017-01-01NICOLE RUNIONS NICOLE RUNIONS2018-07-19
0012016-01-01ROBERT BRADFORD
0012015-01-01ROBERT O. BRADFORD
0012014-01-01ROBERT O. BRADFORD
0012013-01-01ROBERT BRADFORD
0012012-01-01ROBERT O. BRADFORD
0012011-01-01ROBERT BRADFORD

Plan Statistics for BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01457
Total number of active participants reported on line 7a of the Form 55002022-01-01358
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01130
Total of all active and inactive participants2022-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01488
Number of participants with account balances2022-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01410
Total number of active participants reported on line 7a of the Form 55002021-01-01328
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01129
Total of all active and inactive participants2021-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01457
Number of participants with account balances2021-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01332
Total number of active participants reported on line 7a of the Form 55002020-01-01318
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01410
Number of participants with account balances2020-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01295
Total number of active participants reported on line 7a of the Form 55002019-01-01240
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0191
Total of all active and inactive participants2019-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01332
Number of participants with account balances2019-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01290
Total number of active participants reported on line 7a of the Form 55002018-01-01238
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01295
Number of participants with account balances2018-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01257
Total number of active participants reported on line 7a of the Form 55002017-01-01239
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01290
Number of participants with account balances2017-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01244
Total number of active participants reported on line 7a of the Form 55002016-01-01217
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01257
Number of participants with account balances2016-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01221
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01244
Number of participants with account balances2015-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01208
Total number of active participants reported on line 7a of the Form 55002014-01-01178
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01221
Number of participants with account balances2014-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01209
Total number of active participants reported on line 7a of the Form 55002013-01-01180
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01207
Number of participants with account balances2013-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01203
Total number of active participants reported on line 7a of the Form 55002012-01-01178
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01209
Number of participants with account balances2012-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01203
Number of participants with account balances2011-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,498,778
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,955,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,891,940
Value of total corrective distributions2022-12-31$1,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,518,015
Value of total assets at end of year2022-12-31$60,841,092
Value of total assets at beginning of year2022-12-31$69,295,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,164
Total interest from all sources2022-12-31$17,254
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$980,413
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$980,413
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$2,951,837
Participant contributions at end of year2022-12-31$424,684
Participant contributions at beginning of year2022-12-31$498,692
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$71,384
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$411,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,454,140
Value of net assets at end of year (total assets less liabilities)2022-12-31$60,841,092
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$69,295,232
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$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$56,976,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$65,576,096
Interest on participant loans2022-12-31$17,254
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$3,439,636
Value of interest in common/collective trusts at beginning of year2022-12-31$2,632,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,063,019
Net investment gain or loss from common/collective trusts2022-12-31$48,559
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$3,154,822
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$509,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,891,940
Contract administrator fees2022-12-31$17,164
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 name2022-12-31SIKICH, LLP
Accountancy firm EIN2022-12-31363168081
2021 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,025,088
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,971,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,905,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,337,174
Value of total assets at end of year2021-12-31$69,295,232
Value of total assets at beginning of year2021-12-31$58,241,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,769
Total interest from all sources2021-12-31$22,397
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$759,724
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$759,724
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$2,716,990
Participant contributions at end of year2021-12-31$498,692
Participant contributions at beginning of year2021-12-31$529,586
Participant contributions at end of year2021-12-31$71,384
Participant contributions at beginning of year2021-12-31$73,487
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$296,548
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$11,054,066
Value of net assets at end of year (total assets less liabilities)2021-12-31$69,295,232
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$58,241,166
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$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$65,576,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$53,484,045
Interest on participant loans2021-12-31$22,397
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$2,632,216
Value of interest in common/collective trusts at beginning of year2021-12-31$2,277,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,829,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,829,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,876,022
Net investment gain or loss from common/collective trusts2021-12-31$29,771
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$3,323,636
Employer contributions (assets) at end of year2021-12-31$509,475
Employer contributions (assets) at beginning of year2021-12-31$46,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,905,253
Contract administrator fees2021-12-31$20,769
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 name2021-12-31SIKICH, LLP
Accountancy firm EIN2021-12-31363168081
2020 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,596,173
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,216,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,138,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,118,365
Value of total assets at end of year2020-12-31$58,241,166
Value of total assets at beginning of year2020-12-31$45,861,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,702
Total interest from all sources2020-12-31$26,325
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$625,622
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$625,622
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$2,332,055
Participant contributions at end of year2020-12-31$529,586
Participant contributions at beginning of year2020-12-31$573,656
Participant contributions at end of year2020-12-31$73,487
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,289,674
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$12,379,638
Value of net assets at end of year (total assets less liabilities)2020-12-31$58,241,166
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,861,528
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$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$53,484,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,112,165
Interest on participant loans2020-12-31$26,325
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,277,460
Value of interest in common/collective trusts at beginning of year2020-12-31$1,175,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,829,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,766,347
Net investment gain or loss from common/collective trusts2020-12-31$59,514
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$2,496,636
Employer contributions (assets) at end of year2020-12-31$46,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,138,833
Contract administrator fees2020-12-31$32,702
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH, LLP
Accountancy firm EIN2020-12-31363168081
2019 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,733,009
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,322,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,247,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,514,969
Value of total assets at end of year2019-12-31$45,861,528
Value of total assets at beginning of year2019-12-31$35,450,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,176
Total interest from all sources2019-12-31$23,616
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$735,914
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$735,914
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
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$1,944,358
Participant contributions at end of year2019-12-31$573,656
Participant contributions at beginning of year2019-12-31$500,431
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$460,227
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$10,410,559
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,861,528
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,450,969
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$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,112,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,989,877
Interest on participant loans2019-12-31$23,616
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,175,707
Value of interest in common/collective trusts at beginning of year2019-12-31$960,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,417,399
Net investment gain or loss from common/collective trusts2019-12-31$41,111
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,110,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,247,274
Contract administrator fees2019-12-31$30,176
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
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
Accountancy firm name2019-12-31SIKICH
Accountancy firm EIN2019-12-31363168081
2018 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,645,986
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,480,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,408,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,892,052
Value of total assets at end of year2018-12-31$35,450,969
Value of total assets at beginning of year2018-12-31$35,285,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,611
Total interest from all sources2018-12-31$17,321
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$616,633
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$616,633
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,801,696
Participant contributions at end of year2018-12-31$500,431
Participant contributions at beginning of year2018-12-31$416,435
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$109,364
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$165,159
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,450,969
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,285,810
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$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,989,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,670,925
Interest on participant loans2018-12-31$17,321
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$960,661
Value of interest in common/collective trusts at beginning of year2018-12-31$1,198,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,920,750
Net investment gain or loss from common/collective trusts2018-12-31$40,730
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$1,980,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,408,216
Contract administrator fees2018-12-31$27,611
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 name2018-12-31SIKICH
Accountancy firm EIN2018-12-31363168081
2017 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,200,017
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,814,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,744,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,892,205
Value of total assets at end of year2017-12-31$35,285,810
Value of total assets at beginning of year2017-12-31$27,900,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,477
Total interest from all sources2017-12-31$15,354
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$480,004
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$480,004
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,745,167
Participant contributions at end of year2017-12-31$416,435
Participant contributions at beginning of year2017-12-31$434,573
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$295,943
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$7,385,172
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,285,810
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,900,638
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$45,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,670,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,574,043
Interest on participant loans2017-12-31$15,354
Value of interest in common/collective trusts at end of year2017-12-31$1,198,450
Value of interest in common/collective trusts at beginning of year2017-12-31$892,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,771,973
Net investment gain or loss from common/collective trusts2017-12-31$40,481
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$1,851,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,744,368
Contract administrator fees2017-12-31$24,641
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 name2017-12-31SIKICH
Accountancy firm EIN2017-12-31363168081
2016 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,998,128
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$621,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$553,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,042,064
Value of total assets at end of year2016-12-31$27,900,638
Value of total assets at beginning of year2016-12-31$22,524,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,374
Total interest from all sources2016-12-31$10,308
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$401,884
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$401,884
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,575,961
Participant contributions at end of year2016-12-31$434,573
Participant contributions at beginning of year2016-12-31$283,080
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$817,550
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$5,376,192
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,900,638
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,524,446
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$45,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,574,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,649,060
Interest on participant loans2016-12-31$10,308
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$892,022
Value of interest in common/collective trusts at beginning of year2016-12-31$584,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,526,595
Net investment gain or loss from common/collective trusts2016-12-31$17,277
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$1,648,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$553,562
Contract administrator fees2016-12-31$23,361
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 name2016-12-31SIKICH
Accountancy firm EIN2016-12-31363168081
2015 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$2,962,421
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$451,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$404,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,200,804
Value of total assets at end of year2015-12-31$22,524,446
Value of total assets at beginning of year2015-12-31$20,013,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,812
Total interest from all sources2015-12-31$10,477
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$343,797
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$343,797
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$1,341,121
Participant contributions at end of year2015-12-31$283,080
Participant contributions at beginning of year2015-12-31$383,175
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$356,261
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$2,510,958
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,524,446
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,013,488
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$26,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,649,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,988,768
Interest on participant loans2015-12-31$10,477
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$584,059
Value of interest in common/collective trusts at beginning of year2015-12-31$641,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-614,091
Net investment gain or loss from common/collective trusts2015-12-31$21,434
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$1,503,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$404,651
Contract administrator fees2015-12-31$19,822
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 name2015-12-31SIKICH
Accountancy firm EIN2015-12-31363168081
2014 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS 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$3,751,834
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,029,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,012,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,659,244
Value of total assets at end of year2014-12-31$20,013,488
Value of total assets at beginning of year2014-12-31$17,291,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,566
Total interest from all sources2014-12-31$11,056
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$878,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$878,410
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$1,213,645
Participant contributions at end of year2014-12-31$383,175
Participant contributions at beginning of year2014-12-31$393,614
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,662
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$2,722,103
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,013,488
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,291,385
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$18,988,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,277,196
Interest on participant loans2014-12-31$11,056
Value of interest in common/collective trusts at end of year2014-12-31$641,545
Value of interest in common/collective trusts at beginning of year2014-12-31$620,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$201,538
Net investment gain or loss from common/collective trusts2014-12-31$1,586
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
Contributions received in cash from employer2014-12-31$1,427,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,012,165
Contract administrator fees2014-12-31$17,566
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 name2014-12-31SIKICH
Accountancy firm EIN2014-12-31363168081
2013 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS 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$5,036,755
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$720,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$701,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,688,334
Value of total assets at end of year2013-12-31$17,291,385
Value of total assets at beginning of year2013-12-31$12,974,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,829
Total interest from all sources2013-12-31$8,600
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$240,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$240,241
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$1,176,415
Participant contributions at end of year2013-12-31$393,614
Participant contributions at beginning of year2013-12-31$256,907
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$139,337
Other income not declared elsewhere2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,316,433
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,291,385
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,974,952
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
Investment advisory and management fees2013-12-31$90
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,277,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,747,075
Interest on participant loans2013-12-31$8,600
Value of interest in common/collective trusts at end of year2013-12-31$620,575
Value of interest in common/collective trusts at beginning of year2013-12-31$970,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,089,529
Net investment gain or loss from common/collective trusts2013-12-31$10,051
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,372,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$701,493
Contract administrator fees2013-12-31$18,739
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 name2013-12-31SIKICH
Accountancy firm EIN2013-12-31363168081
2012 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS 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$4,006,105
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,053,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,047,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,587,705
Value of total assets at end of year2012-12-31$12,974,952
Value of total assets at beginning of year2012-12-31$10,021,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,466
Total interest from all sources2012-12-31$6,837
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$366,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$366,367
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,080,957
Participant contributions at end of year2012-12-31$256,907
Participant contributions at beginning of year2012-12-31$113,544
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$35,876
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$205,370
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$2,953,070
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,974,952
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,021,882
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$11,747,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,019,569
Interest on participant loans2012-12-31$6,837
Value of interest in common/collective trusts at end of year2012-12-31$970,970
Value of interest in common/collective trusts at beginning of year2012-12-31$828,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,035,127
Net investment gain or loss from common/collective trusts2012-12-31$10,069
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,301,378
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$24,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,047,569
Contract administrator fees2012-12-31$5,466
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 name2012-12-31SIKICH LLP
Accountancy firm EIN2012-12-31363168081
2011 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS 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$10,362,791
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$340,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$339,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,836,284
Value of total assets at end of year2011-12-31$10,021,882
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,253
Total interest from all sources2011-12-31$2,595
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$185,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$185,381
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,108,047
Participant contributions at end of year2011-12-31$113,544
Participant contributions at end of year2011-12-31$35,876
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,340,639
Administrative expenses (other) incurred2011-12-31$3
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$10,021,882
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,021,882
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
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$9,019,569
Interest on participant loans2011-12-31$2,595
Value of interest in common/collective trusts at end of year2011-12-31$828,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-670,951
Net investment gain or loss from common/collective trusts2011-12-31$9,482
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,387,598
Employer contributions (assets) at end of year2011-12-31$24,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$339,656
Contract administrator fees2011-12-31$1,250
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 name2011-12-31SIKICH LLP
Accountancy firm EIN2011-12-31363168081

Form 5500 Responses for BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN

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

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