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Plan Name | BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ROBERT BRADFORD | ROBERT BRADFORD | 2019-07-15 | |
001 | 2017-01-01 | NICOLE RUNIONS | NICOLE RUNIONS | 2018-07-19 | |
001 | 2016-01-01 | ROBERT BRADFORD | |||
001 | 2015-01-01 | ROBERT O. BRADFORD | |||
001 | 2014-01-01 | ROBERT O. BRADFORD | |||
001 | 2013-01-01 | ROBERT BRADFORD | |||
001 | 2012-01-01 | ROBERT O. BRADFORD | |||
001 | 2011-01-01 | ROBERT BRADFORD |
Measure | Date | Value |
---|---|---|
2022: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 457 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 358 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 130 |
Total of all active and inactive participants | 2022-01-01 | 488 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 488 |
Number of participants with account balances | 2022-01-01 | 485 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 410 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 328 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 129 |
Total of all active and inactive participants | 2021-01-01 | 457 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 457 |
Number of participants with account balances | 2021-01-01 | 443 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 332 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 318 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 92 |
Total of all active and inactive participants | 2020-01-01 | 410 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 410 |
Number of participants with account balances | 2020-01-01 | 400 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 240 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 91 |
Total of all active and inactive participants | 2019-01-01 | 331 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 332 |
Number of participants with account balances | 2019-01-01 | 328 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 238 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 57 |
Total of all active and inactive participants | 2018-01-01 | 295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 295 |
Number of participants with account balances | 2018-01-01 | 288 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 257 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 239 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 51 |
Total of all active and inactive participants | 2017-01-01 | 290 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 290 |
Number of participants with account balances | 2017-01-01 | 284 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 217 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 40 |
Total of all active and inactive participants | 2016-01-01 | 257 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 257 |
Number of participants with account balances | 2016-01-01 | 251 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 221 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 194 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 50 |
Total of all active and inactive participants | 2015-01-01 | 244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 244 |
Number of participants with account balances | 2015-01-01 | 236 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 178 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 43 |
Total of all active and inactive participants | 2014-01-01 | 221 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 221 |
Number of participants with account balances | 2014-01-01 | 220 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 27 |
Total of all active and inactive participants | 2013-01-01 | 207 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 207 |
Number of participants with account balances | 2013-01-01 | 198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 178 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 31 |
Total of all active and inactive participants | 2012-01-01 | 209 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 209 |
Number of participants with account balances | 2012-01-01 | 200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 182 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 21 |
Total of all active and inactive participants | 2011-01-01 | 203 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 203 |
Number of participants with account balances | 2011-01-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,955,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,891,940 |
Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $60,841,092 |
Value of total assets at beginning of year | 2022-12-31 | $69,295,232 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $62,164 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $980,413 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,951,837 |
Participant contributions at end of year | 2022-12-31 | $424,684 |
Participant contributions at beginning of year | 2022-12-31 | $498,692 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $45,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $56,976,772 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $65,576,096 |
Interest on participant loans | 2022-12-31 | $17,254 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,439,636 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,632,216 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $7,369 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $48,559 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,154,822 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $509,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,891,940 |
Contract administrator fees | 2022-12-31 | $17,164 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SIKICH, LLP |
Accountancy firm EIN | 2022-12-31 | 363168081 |
2021 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,971,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $69,295,232 |
Value of total assets at beginning of year | 2021-12-31 | $58,241,166 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $65,769 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $759,724 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,716,990 |
Participant contributions at end of year | 2021-12-31 | $498,692 |
Participant contributions at beginning of year | 2021-12-31 | $529,586 |
Participant contributions at end of year | 2021-12-31 | $71,384 |
Participant contributions at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $45,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $65,576,096 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $53,484,045 |
Interest on participant loans | 2021-12-31 | $22,397 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,632,216 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,277,460 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $7,369 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,829,655 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $29,771 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $3,323,636 |
Employer contributions (assets) at end of year | 2021-12-31 | $509,475 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $46,933 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,905,253 |
Contract administrator fees | 2021-12-31 | $20,769 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SIKICH, LLP |
Accountancy firm EIN | 2021-12-31 | 363168081 |
2020 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $14,596,173 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,216,535 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $58,241,166 |
Value of total assets at beginning of year | 2020-12-31 | $45,861,528 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $77,702 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $625,622 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,332,055 |
Participant contributions at end of year | 2020-12-31 | $529,586 |
Participant contributions at beginning of year | 2020-12-31 | $573,656 |
Participant contributions at end of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $45,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $53,484,045 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $44,112,165 |
Interest on participant loans | 2020-12-31 | $26,325 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,277,460 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,175,707 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $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 trusts | 2020-12-31 | $59,514 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,496,636 |
Employer contributions (assets) at end of year | 2020-12-31 | $46,933 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,138,833 |
Contract administrator fees | 2020-12-31 | $32,702 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SIKICH, LLP |
Accountancy firm EIN | 2020-12-31 | 363168081 |
2019 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $12,733,009 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,322,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $45,861,528 |
Value of total assets at beginning of year | 2019-12-31 | $35,450,969 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $75,176 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $735,914 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,944,358 |
Participant contributions at end of year | 2019-12-31 | $573,656 |
Participant contributions at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $45,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $44,112,165 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $33,989,877 |
Interest on participant loans | 2019-12-31 | $23,616 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,175,707 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $41,111 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,110,384 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,247,274 |
Contract administrator fees | 2019-12-31 | $30,176 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SIKICH |
Accountancy firm EIN | 2019-12-31 | 363168081 |
2018 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,645,986 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,480,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $35,450,969 |
Value of total assets at beginning of year | 2018-12-31 | $35,285,810 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $72,611 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $616,633 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,801,696 |
Participant contributions at end of year | 2018-12-31 | $500,431 |
Participant contributions at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $45,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $33,989,877 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $33,670,925 |
Interest on participant loans | 2018-12-31 | $17,321 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $960,661 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $40,730 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,980,992 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,408,216 |
Contract administrator fees | 2018-12-31 | $27,611 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SIKICH |
Accountancy firm EIN | 2018-12-31 | 363168081 |
2017 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $9,200,017 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,814,845 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $35,285,810 |
Value of total assets at beginning of year | 2017-12-31 | $27,900,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $70,477 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $480,004 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,745,167 |
Participant contributions at end of year | 2017-12-31 | $416,435 |
Participant contributions at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $45,836 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $33,670,925 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $26,574,043 |
Interest on participant loans | 2017-12-31 | $15,354 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,198,450 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $40,481 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,851,095 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,744,368 |
Contract administrator fees | 2017-12-31 | $24,641 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SIKICH |
Accountancy firm EIN | 2017-12-31 | 363168081 |
2016 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $5,998,128 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $621,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $27,900,638 |
Value of total assets at beginning of year | 2016-12-31 | $22,524,446 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $68,374 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $401,884 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,575,961 |
Participant contributions at end of year | 2016-12-31 | $434,573 |
Participant contributions at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $45,013 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $26,574,043 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $21,649,060 |
Interest on participant loans | 2016-12-31 | $10,308 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $892,022 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $584,059 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $8,247 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $17,277 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,648,553 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $553,562 |
Contract administrator fees | 2016-12-31 | $23,361 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SIKICH |
Accountancy firm EIN | 2016-12-31 | 363168081 |
2015 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,962,421 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $451,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $22,524,446 |
Value of total assets at beginning of year | 2015-12-31 | $20,013,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $46,812 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $343,797 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,341,121 |
Participant contributions at end of year | 2015-12-31 | $283,080 |
Participant contributions at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $26,990 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $21,649,060 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $18,988,768 |
Interest on participant loans | 2015-12-31 | $10,477 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $584,059 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $641,545 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $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 trusts | 2015-12-31 | $21,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,503,422 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $404,651 |
Contract administrator fees | 2015-12-31 | $19,822 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SIKICH |
Accountancy firm EIN | 2015-12-31 | 363168081 |
2014 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,751,834 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,029,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $20,013,488 |
Value of total assets at beginning of year | 2014-12-31 | $17,291,385 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $17,566 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $878,410 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,213,645 |
Participant contributions at end of year | 2014-12-31 | $383,175 |
Participant contributions at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $18,988,768 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $16,277,196 |
Interest on participant loans | 2014-12-31 | $11,056 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $641,545 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $1,586 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,427,937 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,012,165 |
Contract administrator fees | 2014-12-31 | $17,566 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SIKICH |
Accountancy firm EIN | 2014-12-31 | 363168081 |
2013 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,036,755 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $720,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $17,291,385 |
Value of total assets at beginning of year | 2013-12-31 | $12,974,952 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $18,829 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $240,241 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,176,415 |
Participant contributions at end of year | 2013-12-31 | $393,614 |
Participant contributions at beginning of year | 2013-12-31 | $256,907 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $139,337 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $90 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $16,277,196 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,747,075 |
Interest on participant loans | 2013-12-31 | $8,600 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $620,575 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $10,051 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,372,582 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $701,493 |
Contract administrator fees | 2013-12-31 | $18,739 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SIKICH |
Accountancy firm EIN | 2013-12-31 | 363168081 |
2012 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,006,105 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,053,035 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $12,974,952 |
Value of total assets at beginning of year | 2012-12-31 | $10,021,882 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,466 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $366,367 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,080,957 |
Participant contributions at end of year | 2012-12-31 | $256,907 |
Participant contributions at beginning of year | 2012-12-31 | $113,544 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,747,075 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,019,569 |
Interest on participant loans | 2012-12-31 | $6,837 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $970,970 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $10,069 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,301,378 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $24,529 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,047,569 |
Contract administrator fees | 2012-12-31 | $5,466 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SIKICH LLP |
Accountancy firm EIN | 2012-12-31 | 363168081 |
2011 : BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $10,362,791 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $340,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $10,021,882 |
Value of total assets at beginning of year | 2011-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,253 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $185,381 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,108,047 |
Participant contributions at end of year | 2011-12-31 | $113,544 |
Participant contributions at end of year | 2011-12-31 | $35,876 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $8,340,639 |
Administrative expenses (other) incurred | 2011-12-31 | $3 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $9,019,569 |
Interest on participant loans | 2011-12-31 | $2,595 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $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 trusts | 2011-12-31 | $9,482 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,387,598 |
Employer contributions (assets) at end of year | 2011-12-31 | $24,529 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $339,656 |
Contract administrator fees | 2011-12-31 | $1,250 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SIKICH LLP |
Accountancy firm EIN | 2011-12-31 | 363168081 |
2022: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BAXTER & WOODMAN 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |