BEHLER-YOUNG COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN
401k plan membership statisitcs for BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN
Measure | Date | Value |
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2022 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-3,755,010 |
Total of all expenses incurred | 2022-12-31 | $2,876,587 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,774,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,458,060 |
Value of total assets at end of year | 2022-12-31 | $27,657,688 |
Value of total assets at beginning of year | 2022-12-31 | $34,289,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $102,449 |
Total interest from all sources | 2022-12-31 | $12,621 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $830,152 |
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 | $830,152 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $1,478,617 |
Participant contributions at end of year | 2022-12-31 | $202,109 |
Participant contributions at beginning of year | 2022-12-31 | $243,371 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $78,359 |
Other income not declared elsewhere | 2022-12-31 | $6,119 |
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 | $-6,631,597 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $27,657,688 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $34,289,285 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $22,798,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $29,117,820 |
Interest on participant loans | 2022-12-31 | $12,621 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,275,853 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,950,755 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,986,267 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,611,692 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,061,962 |
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 | Yes |
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 | $901,084 |
Employer contributions (assets) at end of year | 2022-12-31 | $395,398 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $365,647 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,774,138 |
Contract administrator fees | 2022-12-31 | $102,449 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
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 | HUNGERFORD NICHOLS CPAS + ADVISORS |
Accountancy firm EIN | 2022-12-31 | 382184825 |
2021 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $6,232,387 |
Total of all expenses incurred | 2021-12-31 | $2,168,320 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,029,193 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $44,067 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,046,561 |
Value of total assets at end of year | 2021-12-31 | $34,289,285 |
Value of total assets at beginning of year | 2021-12-31 | $30,225,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $95,060 |
Total interest from all sources | 2021-12-31 | $57,621 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,656,343 |
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 | $1,656,343 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,217,165 |
Participant contributions at end of year | 2021-12-31 | $243,371 |
Participant contributions at beginning of year | 2021-12-31 | $310,410 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $118,465 |
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 | $4,064,067 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $34,289,285 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,225,218 |
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 | $95,060 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $29,117,820 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $23,984,244 |
Interest on participant loans | 2021-12-31 | $13,503 |
Interest earned on other investments | 2021-12-31 | $44,118 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,950,755 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,687,432 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,611,692 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,879,149 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,471,862 |
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 | $710,931 |
Employer contributions (assets) at end of year | 2021-12-31 | $365,647 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $363,983 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,029,193 |
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 | HUNGERFORD NICHOLS CPAS + ADVISORS |
Accountancy firm EIN | 2021-12-31 | 382184825 |
2020 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $6,846,596 |
Total of all expenses incurred | 2020-12-31 | $1,174,026 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,111,692 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,894,421 |
Value of total assets at end of year | 2020-12-31 | $30,225,218 |
Value of total assets at beginning of year | 2020-12-31 | $24,552,648 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $62,334 |
Total interest from all sources | 2020-12-31 | $22,590 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,056,483 |
Participant contributions at end of year | 2020-12-31 | $310,410 |
Participant contributions at beginning of year | 2020-12-31 | $306,413 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $290,288 |
Administrative expenses (other) incurred | 2020-12-31 | $46,461 |
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 | $5,672,570 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,225,218 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $24,552,648 |
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 | $15,873 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $23,984,244 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $19,822,083 |
Interest on participant loans | 2020-12-31 | $18,446 |
Interest earned on other investments | 2020-12-31 | $4,144 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,687,432 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,146,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,879,149 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,608,987 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $320,598 |
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 | $547,650 |
Employer contributions (assets) at end of year | 2020-12-31 | $363,983 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $277,960 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,111,692 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | FERRIS, BUSSCHER & ZWIERS, PC |
Accountancy firm EIN | 2020-12-31 | 382302123 |
2019 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $6,130,346 |
Total of all expenses incurred | 2019-12-31 | $270,581 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $269,301 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,792,183 |
Value of total assets at end of year | 2019-12-31 | $24,552,648 |
Value of total assets at beginning of year | 2019-12-31 | $18,692,883 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,280 |
Total interest from all sources | 2019-12-31 | $14,587 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,005,094 |
Participant contributions at end of year | 2019-12-31 | $306,413 |
Participant contributions at beginning of year | 2019-12-31 | $234,146 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $331,971 |
Administrative expenses (other) incurred | 2019-12-31 | $1,280 |
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 | $5,859,765 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $24,552,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,692,883 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $19,822,083 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,873,238 |
Interest on participant loans | 2019-12-31 | $14,587 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,146,192 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,321,182 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,263,793 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $59,783 |
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 | $455,118 |
Employer contributions (assets) at end of year | 2019-12-31 | $277,960 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $264,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $269,301 |
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 | FERRIS, BUSSCHER & ZWIERS, PC |
Accountancy firm EIN | 2019-12-31 | 382302123 |
2018 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $663,510 |
Total of all expenses incurred | 2018-12-31 | $505,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $504,238 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,645,792 |
Value of total assets at end of year | 2018-12-31 | $18,692,883 |
Value of total assets at beginning of year | 2018-12-31 | $18,534,581 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $970 |
Total interest from all sources | 2018-12-31 | $12,487 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,219,881 |
Participant contributions at end of year | 2018-12-31 | $234,146 |
Participant contributions at beginning of year | 2018-12-31 | $209,003 |
Administrative expenses (other) incurred | 2018-12-31 | $970 |
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 | $158,302 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,692,883 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $18,534,581 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $14,873,238 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $14,912,239 |
Interest on participant loans | 2018-12-31 | $12,487 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $3,321,182 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $3,166,167 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,034,460 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $39,691 |
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 | $425,911 |
Employer contributions (assets) at end of year | 2018-12-31 | $264,317 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $247,172 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $504,238 |
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 | FERRIS, BUSSCHER & ZWIERS, PC |
Accountancy firm EIN | 2018-12-31 | 382302123 |
2017 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $3,880,279 |
Total of all expenses incurred | 2017-12-31 | $2,864,667 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,842,918 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $19,739 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,229,602 |
Value of total assets at end of year | 2017-12-31 | $18,534,581 |
Value of total assets at beginning of year | 2017-12-31 | $17,518,969 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,010 |
Total interest from all sources | 2017-12-31 | $10,065 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $851,204 |
Participant contributions at end of year | 2017-12-31 | $209,003 |
Participant contributions at beginning of year | 2017-12-31 | $237,394 |
Administrative expenses (other) incurred | 2017-12-31 | $2,010 |
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 | $1,015,612 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $18,534,581 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $17,518,969 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $14,912,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,873,059 |
Interest on participant loans | 2017-12-31 | $10,065 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $3,166,167 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $3,168,232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,603,654 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $36,958 |
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 | $378,398 |
Employer contributions (assets) at end of year | 2017-12-31 | $247,172 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $240,284 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,842,918 |
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 | FERRIS, BUSSCHER & ZWIERS, PC |
Accountancy firm EIN | 2017-12-31 | 382302123 |
2016 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $2,085,644 |
Total of all expenses incurred | 2016-12-31 | $689,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $670,567 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $15,653 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,132,369 |
Value of total assets at end of year | 2016-12-31 | $17,518,969 |
Value of total assets at beginning of year | 2016-12-31 | $16,122,550 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,005 |
Total interest from all sources | 2016-12-31 | $11,082 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $765,494 |
Participant contributions at end of year | 2016-12-31 | $237,394 |
Participant contributions at beginning of year | 2016-12-31 | $235,848 |
Administrative expenses (other) incurred | 2016-12-31 | $3,005 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,396,419 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $17,518,969 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,122,550 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $14,555,761 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,944,019 |
Interest on participant loans | 2016-12-31 | $11,082 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,485,530 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,719,086 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $906,893 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $35,300 |
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 | $366,875 |
Employer contributions (assets) at end of year | 2016-12-31 | $240,284 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $223,597 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $670,567 |
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 | FERRIS, BUSSCHER & ZWIERS, PC |
Accountancy firm EIN | 2016-12-31 | 382302123 |
2015 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $1,024,712 |
Total of all expenses incurred | 2015-12-31 | $1,505,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,466,793 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $35,699 |
Value of total corrective distributions | 2015-12-31 | $2,126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $988,152 |
Value of total assets at end of year | 2015-12-31 | $16,122,550 |
Value of total assets at beginning of year | 2015-12-31 | $16,603,255 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $799 |
Total interest from all sources | 2015-12-31 | $10,963 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $697,958 |
Participant contributions at end of year | 2015-12-31 | $235,848 |
Participant contributions at beginning of year | 2015-12-31 | $258,915 |
Administrative expenses (other) incurred | 2015-12-31 | $799 |
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 | $-480,705 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,122,550 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $16,603,255 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,944,019 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $13,346,693 |
Interest on participant loans | 2015-12-31 | $10,963 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,719,086 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,788,751 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $10,147 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $15,450 |
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 | $290,194 |
Employer contributions (assets) at end of year | 2015-12-31 | $223,597 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $208,896 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,466,793 |
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 | FERRIS, BUSSCHER & ZWIERS, PC |
Accountancy firm EIN | 2015-12-31 | 382302123 |
2014 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $1,960,121 |
Total of all expenses incurred | 2014-12-31 | $335,438 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $302,946 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $14,596 |
Value of total corrective distributions | 2014-12-31 | $17,367 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,121,602 |
Value of total assets at end of year | 2014-12-31 | $16,603,255 |
Value of total assets at beginning of year | 2014-12-31 | $14,978,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $529 |
Total interest from all sources | 2014-12-31 | $12,711 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $886,704 |
Participant contributions at end of year | 2014-12-31 | $258,915 |
Participant contributions at beginning of year | 2014-12-31 | $304,351 |
Administrative expenses (other) incurred | 2014-12-31 | $529 |
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 | $1,624,683 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $16,603,255 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,978,572 |
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 | $13,346,693 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,080,109 |
Interest on participant loans | 2014-12-31 | $12,711 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,788,751 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,404,663 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $721,614 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $104,194 |
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 | $234,898 |
Employer contributions (assets) at end of year | 2014-12-31 | $208,896 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $189,449 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $302,946 |
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 | FERRIS, BUSSCHER & ZWIERS, PC |
Accountancy firm EIN | 2014-12-31 | 382302123 |
2013 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $3,720,189 |
Total of all expenses incurred | 2013-12-31 | $682,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $681,312 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $985,526 |
Value of total assets at end of year | 2013-12-31 | $14,978,572 |
Value of total assets at beginning of year | 2013-12-31 | $11,940,678 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $983 |
Total interest from all sources | 2013-12-31 | $14,996 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $796,077 |
Participant contributions at end of year | 2013-12-31 | $304,351 |
Participant contributions at beginning of year | 2013-12-31 | $380,946 |
Administrative expenses (other) incurred | 2013-12-31 | $983 |
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 | $3,037,894 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,978,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,940,678 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,080,109 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,639,246 |
Interest on participant loans | 2013-12-31 | $14,996 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,404,663 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,792,679 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,624,911 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $94,756 |
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 | $189,449 |
Employer contributions (assets) at end of year | 2013-12-31 | $189,449 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $127,807 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $681,312 |
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 | FERRIS, BUSSCHER & ZWIERS, PC |
Accountancy firm EIN | 2013-12-31 | 382302123 |
2012 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $1,999,417 |
Total of all expenses incurred | 2012-12-31 | $528,809 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $527,679 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $601,187 |
Value of total assets at end of year | 2012-12-31 | $11,940,678 |
Value of total assets at beginning of year | 2012-12-31 | $10,470,070 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,130 |
Total interest from all sources | 2012-12-31 | $16,333 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $473,380 |
Participant contributions at end of year | 2012-12-31 | $380,946 |
Participant contributions at beginning of year | 2012-12-31 | $365,238 |
Administrative expenses (other) incurred | 2012-12-31 | $1,130 |
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 | $1,470,608 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,940,678 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,470,070 |
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 | $9,639,246 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,504,754 |
Interest on participant loans | 2012-12-31 | $16,333 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,792,679 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,600,078 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,316,985 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $64,912 |
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 | $127,807 |
Employer contributions (assets) at end of year | 2012-12-31 | $127,807 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $527,679 |
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 | FERRIS, BUSSCHER & ZWIERS, PC |
Accountancy firm EIN | 2012-12-31 | 382302123 |
2011 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) 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 | $327,166 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,584,702 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,584,702 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $453,549 |
Value of total assets at end of year | 2011-12-31 | $10,470,070 |
Value of total assets at beginning of year | 2011-12-31 | $11,727,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $15,138 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
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 | $453,549 |
Participant contributions at end of year | 2011-12-31 | $365,238 |
Participant contributions at beginning of year | 2011-12-31 | $283,566 |
Participant contributions at beginning of year | 2011-12-31 | $8,167 |
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 | $-1,257,536 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,470,070 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,727,606 |
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 | $8,504,754 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,723,680 |
Interest on participant loans | 2011-12-31 | $15,138 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,600,078 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,712,193 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-147,110 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $5,589 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,584,702 |
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 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2011-12-31 | 350921680 |
2010 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,927,991 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $640,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $624,413 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $15,681 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $517,837 |
Value of total assets at end of year | 2010-12-31 | $11,727,606 |
Value of total assets at beginning of year | 2010-12-31 | $10,439,709 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $13,609 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $397,341 |
Participant contributions at end of year | 2010-12-31 | $283,566 |
Participant contributions at beginning of year | 2010-12-31 | $233,591 |
Participant contributions at end of year | 2010-12-31 | $8,167 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $120,379 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,287,897 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,727,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,439,709 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,723,680 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,629,030 |
Interest on participant loans | 2010-12-31 | $13,609 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,712,193 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,577,088 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,309,704 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $86,841 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $624,413 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2010-12-31 | 350921680 |
2009 : BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |