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BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan NameBARTON MALOW PROFIT SHARING AND SAVINGS PLAN
Plan identification number 001

BARTON MALOW PROFIT SHARING AND SAVINGS PLAN Benefits

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

401k Sponsoring company profile

BARTON MALOW COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BARTON MALOW COMPANY
Employer identification number (EIN):381327761
NAIC Classification:236200

Additional information about BARTON MALOW COMPANY

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 2000-06-05
Company Identification Number: 71923
Legal Registered Office Address: 17 G W Tatro Dr

Jeffersonville
United States of America (USA)
05464

More information about BARTON MALOW COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTON MALOW PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01LARS LUEDEMAN LARS LUEDEMAN2018-10-15
0012016-01-01LARS LUEDEMAN LARS LUEDEMAN2017-10-16
0012015-01-01LARS LUEDEMAN LARS LUEDEMAN2016-10-14
0012014-01-01LARS LUEDEMAN LARS LUEDEMAN2015-10-15
0012013-01-01LARS LUEDEMAN LARS LUEDEMAN2014-10-15
0012012-01-01LARS LUEDEMAN
0012011-01-01LARS LUEDEMAN
0012010-01-01LARS LUEDEMAN LARS LUEDEMAN2015-06-06
0012009-01-01KEVIN BRAYE
0012009-01-01MICHAEL DISHAW

Plan Statistics for BARTON MALOW PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for BARTON MALOW PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2019: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,354
Total number of active participants reported on line 7a of the Form 55002019-01-011,026
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-01338
Total of all active and inactive participants2019-01-011,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,383
Number of participants with account balances2019-01-011,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0180
2018: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,255
Total number of active participants reported on line 7a of the Form 55002018-01-01957
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-01375
Total of all active and inactive participants2018-01-011,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,354
Number of participants with account balances2018-01-011,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01109
2017: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,212
Total number of active participants reported on line 7a of the Form 55002017-01-01922
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-01315
Total of all active and inactive participants2017-01-011,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,255
Number of participants with account balances2017-01-011,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0181
2016: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,072
Total number of active participants reported on line 7a of the Form 55002016-01-01857
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-01339
Total of all active and inactive participants2016-01-011,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,212
Number of participants with account balances2016-01-011,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0140
2015: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,007
Total number of active participants reported on line 7a of the Form 55002015-01-01749
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-01309
Total of all active and inactive participants2015-01-011,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,072
Number of participants with account balances2015-01-011,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0147
2014: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,012
Total number of active participants reported on line 7a of the Form 55002014-01-01676
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01321
Total of all active and inactive participants2014-01-011,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,007
Number of participants with account balances2014-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0156
2013: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01961
Total number of active participants reported on line 7a of the Form 55002013-01-01637
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01371
Total of all active and inactive participants2013-01-011,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,012
Number of participants with account balances2013-01-01992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0149
2012: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01982
Total number of active participants reported on line 7a of the Form 55002012-01-01676
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01281
Total of all active and inactive participants2012-01-01959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01961
Number of participants with account balances2012-01-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01986
Total number of active participants reported on line 7a of the Form 55002011-01-01649
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01330
Total of all active and inactive participants2011-01-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01982
Number of participants with account balances2011-01-01960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0171
2010: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,000
Total number of active participants reported on line 7a of the Form 55002010-01-01686
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01297
Total of all active and inactive participants2010-01-01985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01986
Number of participants with account balances2010-01-01958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0173
2009: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,058
Total number of active participants reported on line 7a of the Form 55002009-01-01776
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01221
Total of all active and inactive participants2009-01-01999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,000
Number of participants with account balances2009-01-01967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0192

Financial Data on BARTON MALOW PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2019 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$50,397,534
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,629,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,349,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,489,058
Value of total assets at end of year2019-12-31$197,231,580
Value of total assets at beginning of year2019-12-31$158,463,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$279,623
Total interest from all sources2019-12-31$86,749
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,636,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,636,184
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,582,170
Participant contributions at end of year2019-12-31$2,033,138
Participant contributions at beginning of year2019-12-31$1,852,439
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,533,413
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$239,713
Other income not declared elsewhere2019-12-31$21,323
Administrative expenses (other) incurred2019-12-31$279,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$38,768,190
Value of net assets at end of year (total assets less liabilities)2019-12-31$197,231,580
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$158,463,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$174,611,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$138,817,617
Interest on participant loans2019-12-31$86,749
Value of interest in common/collective trusts at end of year2019-12-31$17,836,508
Value of interest in common/collective trusts at beginning of year2019-12-31$15,244,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,761,271
Net investment gain or loss from common/collective trusts2019-12-31$402,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,373,475
Employer contributions (assets) at end of year2019-12-31$2,750,639
Employer contributions (assets) at beginning of year2019-12-31$2,548,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,110,008
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,250,418
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,947,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,687,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,096,098
Value of total assets at end of year2018-12-31$158,463,390
Value of total assets at beginning of year2018-12-31$163,160,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$259,986
Total interest from all sources2018-12-31$64,740
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,947,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,947,908
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,591,909
Participant contributions at end of year2018-12-31$1,852,439
Participant contributions at beginning of year2018-12-31$1,636,793
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$574,425
Other income not declared elsewhere2018-12-31$1,068
Administrative expenses (other) incurred2018-12-31$259,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,696,912
Value of net assets at end of year (total assets less liabilities)2018-12-31$158,463,390
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$163,160,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$138,817,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$144,470,414
Interest on participant loans2018-12-31$64,740
Value of interest in common/collective trusts at end of year2018-12-31$15,244,951
Value of interest in common/collective trusts at beginning of year2018-12-31$14,574,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-17,185,396
Net investment gain or loss from common/collective trusts2018-12-31$326,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,929,764
Employer contributions (assets) at end of year2018-12-31$2,548,383
Employer contributions (assets) at beginning of year2018-12-31$2,478,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,687,344
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31135326270
2017 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$37,624,743
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,778,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,663,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,196,161
Value of total assets at end of year2017-12-31$163,160,302
Value of total assets at beginning of year2017-12-31$138,313,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$114,800
Total interest from all sources2017-12-31$51,398
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,429,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,429,114
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,738,950
Participant contributions at end of year2017-12-31$1,636,793
Participant contributions at beginning of year2017-12-31$1,420,114
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,904,939
Administrative expenses (other) incurred2017-12-31$114,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$24,846,305
Value of net assets at end of year (total assets less liabilities)2017-12-31$163,160,302
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$138,313,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$144,470,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$125,869,101
Interest on participant loans2017-12-31$51,398
Value of interest in common/collective trusts at end of year2017-12-31$14,574,393
Value of interest in common/collective trusts at beginning of year2017-12-31$8,626,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,767,925
Net investment gain or loss from common/collective trusts2017-12-31$180,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,552,272
Employer contributions (assets) at end of year2017-12-31$2,478,702
Employer contributions (assets) at beginning of year2017-12-31$2,397,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,663,638
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31135326270
2016 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$22,087,467
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,216,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,152,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,005,371
Value of total assets at end of year2016-12-31$138,313,998
Value of total assets at beginning of year2016-12-31$124,443,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,806
Total interest from all sources2016-12-31$49,412
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,564,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,564,444
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,656,872
Participant contributions at end of year2016-12-31$1,420,114
Participant contributions at beginning of year2016-12-31$1,813,138
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,227,393
Other income not declared elsewhere2016-12-31$4,319
Administrative expenses (other) incurred2016-12-31$64,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$13,870,511
Value of net assets at end of year (total assets less liabilities)2016-12-31$138,313,998
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$124,443,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$125,869,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$112,270,053
Interest on participant loans2016-12-31$49,412
Value of interest in common/collective trusts at end of year2016-12-31$8,626,899
Value of interest in common/collective trusts at beginning of year2016-12-31$8,387,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,447,029
Net investment gain or loss from common/collective trusts2016-12-31$16,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,121,106
Employer contributions (assets) at end of year2016-12-31$2,397,883
Employer contributions (assets) at beginning of year2016-12-31$1,973,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,152,150
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,664,301
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,759,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,699,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,651,485
Value of total assets at end of year2015-12-31$124,443,487
Value of total assets at beginning of year2015-12-31$126,539,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60,376
Total interest from all sources2015-12-31$50,800
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,425,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,425,922
Administrative expenses professional fees incurred2015-12-31$19,076
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,727,921
Participant contributions at end of year2015-12-31$1,813,138
Participant contributions at beginning of year2015-12-31$1,613,683
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$437,140
Other income not declared elsewhere2015-12-31$4,727
Administrative expenses (other) incurred2015-12-31$15,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,095,676
Value of net assets at end of year (total assets less liabilities)2015-12-31$124,443,487
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$126,539,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$25,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$112,270,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$115,124,453
Interest on participant loans2015-12-31$50,800
Value of interest in common/collective trusts at end of year2015-12-31$8,387,030
Value of interest in common/collective trusts at beginning of year2015-12-31$8,036,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,516,469
Net investment gain or loss from common/collective trusts2015-12-31$47,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,486,424
Employer contributions (assets) at end of year2015-12-31$1,973,266
Employer contributions (assets) at beginning of year2015-12-31$1,764,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,699,601
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$17,622,114
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$17,463,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,395,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,870,218
Value of total assets at end of year2014-12-31$126,539,163
Value of total assets at beginning of year2014-12-31$126,380,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$67,818
Total interest from all sources2014-12-31$53,354
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,528,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,528,504
Administrative expenses professional fees incurred2014-12-31$25,916
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,149,780
Participant contributions at end of year2014-12-31$1,613,683
Participant contributions at beginning of year2014-12-31$1,716,376
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$320,642
Other income not declared elsewhere2014-12-31$42,930
Administrative expenses (other) incurred2014-12-31$21,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$158,954
Value of net assets at end of year (total assets less liabilities)2014-12-31$126,539,163
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$126,380,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$115,124,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$112,999,165
Interest on participant loans2014-12-31$53,354
Value of interest in common/collective trusts at end of year2014-12-31$8,036,102
Value of interest in common/collective trusts at beginning of year2014-12-31$10,183,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,942,035
Net investment gain or loss from common/collective trusts2014-12-31$185,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,399,796
Employer contributions (assets) at end of year2014-12-31$1,764,925
Employer contributions (assets) at beginning of year2014-12-31$1,480,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,395,342
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$30,735,319
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$17,223,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,151,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,941,226
Value of total assets at end of year2013-12-31$126,380,209
Value of total assets at beginning of year2013-12-31$112,868,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$72,360
Total interest from all sources2013-12-31$53,721
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,735,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,735,223
Administrative expenses professional fees incurred2013-12-31$41,902
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,837,445
Participant contributions at end of year2013-12-31$1,716,376
Participant contributions at beginning of year2013-12-31$1,898,835
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$265,257
Other income not declared elsewhere2013-12-31$280,385
Administrative expenses (other) incurred2013-12-31$10,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,511,335
Value of net assets at end of year (total assets less liabilities)2013-12-31$126,380,209
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$112,868,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$112,999,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$98,847,616
Interest on participant loans2013-12-31$53,721
Value of interest in common/collective trusts at end of year2013-12-31$10,183,989
Value of interest in common/collective trusts at beginning of year2013-12-31$10,247,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,795,580
Net investment gain or loss from common/collective trusts2013-12-31$-70,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,838,524
Employer contributions (assets) at end of year2013-12-31$1,480,679
Employer contributions (assets) at beginning of year2013-12-31$1,875,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,151,624
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$19,663,396
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,217,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,106,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,262,839
Value of total assets at end of year2012-12-31$112,868,874
Value of total assets at beginning of year2012-12-31$104,422,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$110,389
Total interest from all sources2012-12-31$61,553
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,496,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,496,956
Administrative expenses professional fees incurred2012-12-31$54,376
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,002,817
Participant contributions at end of year2012-12-31$1,898,835
Participant contributions at beginning of year2012-12-31$1,818,533
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$191,170
Administrative expenses (other) incurred2012-12-31$39,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,446,297
Value of net assets at end of year (total assets less liabilities)2012-12-31$112,868,874
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$104,422,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$16,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$98,847,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$92,049,064
Interest on participant loans2012-12-31$61,553
Value of interest in common/collective trusts at end of year2012-12-31$10,247,170
Value of interest in common/collective trusts at beginning of year2012-12-31$7,856,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,492,627
Net investment gain or loss from common/collective trusts2012-12-31$349,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,068,852
Employer contributions (assets) at end of year2012-12-31$1,875,253
Employer contributions (assets) at beginning of year2012-12-31$2,698,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,106,710
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$100,318
Total income from all sources (including contributions)2011-12-31$7,704,129
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,645,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,529,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,345,369
Value of total assets at end of year2011-12-31$104,422,577
Value of total assets at beginning of year2011-12-31$106,464,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$115,436
Total interest from all sources2011-12-31$68,519
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,216,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,216,772
Administrative expenses professional fees incurred2011-12-31$44,430
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,635,318
Participant contributions at end of year2011-12-31$1,818,533
Participant contributions at beginning of year2011-12-31$1,898,872
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$150,680
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$69,682
Administrative expenses (other) incurred2011-12-31$54,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,941,114
Value of net assets at end of year (total assets less liabilities)2011-12-31$104,422,577
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$106,363,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$92,049,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$94,541,778
Interest on participant loans2011-12-31$68,519
Value of interest in common/collective trusts at end of year2011-12-31$7,856,356
Value of interest in common/collective trusts at beginning of year2011-12-31$6,962,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,500,458
Net investment gain or loss from common/collective trusts2011-12-31$573,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,640,369
Employer contributions (assets) at end of year2011-12-31$2,698,624
Employer contributions (assets) at beginning of year2011-12-31$2,910,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,529,807
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$100,318
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,357,994
Total unrealized appreciation/depreciation of assets2010-12-31$8,357,994
Total transfer of assets to this plan2010-12-31$1,238,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$100,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$952,694
Total income from all sources (including contributions)2010-12-31$18,695,779
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,899,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,880,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,093,378
Value of total assets at end of year2010-12-31$106,464,009
Value of total assets at beginning of year2010-12-31$97,282,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,982
Total interest from all sources2010-12-31$1,932,106
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$8,552
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,383,355
Participant contributions at end of year2010-12-31$1,898,872
Participant contributions at beginning of year2010-12-31$1,519,255
Participant contributions at end of year2010-12-31$150,680
Participant contributions at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$5,030
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$37,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,795,823
Value of net assets at end of year (total assets less liabilities)2010-12-31$106,363,691
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$96,329,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$94,541,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$87,430,825
Interest on participant loans2010-12-31$70,136
Interest earned on other investments2010-12-31$1,861,970
Value of interest in common/collective trusts at end of year2010-12-31$6,962,092
Value of interest in common/collective trusts at beginning of year2010-12-31$5,069,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$312,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,710,023
Employer contributions (assets) at end of year2010-12-31$2,910,587
Employer contributions (assets) at beginning of year2010-12-31$3,262,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,880,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$100,318
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$915,355
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COLLINS, BURI, AND MCCONKEY, LLP
Accountancy firm EIN2010-12-31383212285

Form 5500 Responses for BARTON MALOW PROFIT SHARING AND SAVINGS PLAN

2019: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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