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Plan Name | BARTON MALOW PROFIT SHARING AND SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LARS LUEDEMAN | LARS LUEDEMAN | 2018-10-15 | |
001 | 2016-01-01 | LARS LUEDEMAN | LARS LUEDEMAN | 2017-10-16 | |
001 | 2015-01-01 | LARS LUEDEMAN | LARS LUEDEMAN | 2016-10-14 | |
001 | 2014-01-01 | LARS LUEDEMAN | LARS LUEDEMAN | 2015-10-15 | |
001 | 2013-01-01 | LARS LUEDEMAN | LARS LUEDEMAN | 2014-10-15 | |
001 | 2012-01-01 | LARS LUEDEMAN | |||
001 | 2011-01-01 | LARS LUEDEMAN | |||
001 | 2010-01-01 | LARS LUEDEMAN | LARS LUEDEMAN | 2015-06-06 | |
001 | 2009-01-01 | KEVIN BRAYE | |||
001 | 2009-01-01 | MICHAEL DISHAW |
Measure | Date | Value |
---|---|---|
2019: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,354 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,026 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 338 |
Total of all active and inactive participants | 2019-01-01 | 1,381 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 1,383 |
Number of participants with account balances | 2019-01-01 | 1,303 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 80 |
2018: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,255 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 957 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 375 |
Total of all active and inactive participants | 2018-01-01 | 1,352 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 1,354 |
Number of participants with account balances | 2018-01-01 | 1,303 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 109 |
2017: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,212 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 922 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 315 |
Total of all active and inactive participants | 2017-01-01 | 1,253 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 1,255 |
Number of participants with account balances | 2017-01-01 | 1,247 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 81 |
2016: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,072 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 857 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 339 |
Total of all active and inactive participants | 2016-01-01 | 1,210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 1,212 |
Number of participants with account balances | 2016-01-01 | 1,198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 40 |
2015: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,007 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 749 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 309 |
Total of all active and inactive participants | 2015-01-01 | 1,071 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1,072 |
Number of participants with account balances | 2015-01-01 | 1,045 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 47 |
2014: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,012 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 676 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 321 |
Total of all active and inactive participants | 2014-01-01 | 1,006 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1,007 |
Number of participants with account balances | 2014-01-01 | 959 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 56 |
2013: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 961 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 637 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 371 |
Total of all active and inactive participants | 2013-01-01 | 1,011 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1,012 |
Number of participants with account balances | 2013-01-01 | 992 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 49 |
2012: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 982 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 676 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 281 |
Total of all active and inactive participants | 2012-01-01 | 959 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 961 |
Number of participants with account balances | 2012-01-01 | 920 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 33 |
2011: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 986 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 649 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 330 |
Total of all active and inactive participants | 2011-01-01 | 982 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 982 |
Number of participants with account balances | 2011-01-01 | 960 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 71 |
2010: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,000 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 686 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 297 |
Total of all active and inactive participants | 2010-01-01 | 985 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 986 |
Number of participants with account balances | 2010-01-01 | 958 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 73 |
2009: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,058 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 776 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 221 |
Total of all active and inactive participants | 2009-01-01 | 999 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1,000 |
Number of participants with account balances | 2009-01-01 | 967 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 92 |
Measure | Date | Value |
---|---|---|
2019 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $50,397,534 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $11,629,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $197,231,580 |
Value of total assets at beginning of year | 2019-12-31 | $158,463,390 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $279,623 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,636,184 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
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 | $8,582,170 |
Participant contributions at end of year | 2019-12-31 | $2,033,138 |
Participant contributions at beginning of year | 2019-12-31 | $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 elsewhere | 2019-12-31 | $21,323 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | 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 | $174,611,295 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $138,817,617 |
Interest on participant loans | 2019-12-31 | $86,749 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $17,836,508 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $402,949 |
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 | $5,373,475 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,750,639 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,548,383 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,110,008 |
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 | GRANT THORNTON LLP |
Accountancy firm EIN | 2019-12-31 | 366055558 |
2018 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $4,250,418 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $8,947,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $158,463,390 |
Value of total assets at beginning of year | 2018-12-31 | $163,160,302 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $259,986 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $7,947,908 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
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 | $7,591,909 |
Participant contributions at end of year | 2018-12-31 | $1,852,439 |
Participant contributions at beginning of year | 2018-12-31 | $1,636,793 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $574,425 |
Other income not declared elsewhere | 2018-12-31 | $1,068 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | 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 | $138,817,617 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $144,470,414 |
Interest on participant loans | 2018-12-31 | $64,740 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $15,244,951 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $326,000 |
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 | $4,929,764 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,548,383 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,478,702 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,687,344 |
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 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2018-12-31 | 135326270 |
2017 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $37,624,743 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $12,778,438 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $163,160,302 |
Value of total assets at beginning of year | 2017-12-31 | $138,313,997 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $114,800 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $6,429,114 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
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 | $6,738,950 |
Participant contributions at end of year | 2017-12-31 | $1,636,793 |
Participant contributions at beginning of year | 2017-12-31 | $1,420,114 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,904,939 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | 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 | $144,470,414 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $125,869,101 |
Interest on participant loans | 2017-12-31 | $51,398 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $14,574,393 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $180,145 |
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 | $4,552,272 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,478,702 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,397,883 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $12,663,638 |
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 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2017-12-31 | 135326270 |
2016 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $22,087,467 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $8,216,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $138,313,998 |
Value of total assets at beginning of year | 2016-12-31 | $124,443,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $64,806 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $4,564,444 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
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 | $5,656,872 |
Participant contributions at end of year | 2016-12-31 | $1,420,114 |
Participant contributions at beginning of year | 2016-12-31 | $1,813,138 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,227,393 |
Other income not declared elsewhere | 2016-12-31 | $4,319 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | 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 | $125,869,102 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $112,270,053 |
Interest on participant loans | 2016-12-31 | $49,412 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $8,626,899 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $16,892 |
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 | $4,121,106 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,397,883 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,973,266 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,152,150 |
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 | GRANT THORNTON LLP |
Accountancy firm EIN | 2016-12-31 | 366055558 |
2015 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $7,664,301 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $9,759,977 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $124,443,487 |
Value of total assets at beginning of year | 2015-12-31 | $126,539,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $60,376 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $5,425,922 |
Administrative expenses professional fees incurred | 2015-12-31 | $19,076 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $4,727,921 |
Participant contributions at end of year | 2015-12-31 | $1,813,138 |
Participant contributions at beginning of year | 2015-12-31 | $1,613,683 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $437,140 |
Other income not declared elsewhere | 2015-12-31 | $4,727 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $25,983 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $112,270,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $115,124,453 |
Interest on participant loans | 2015-12-31 | $50,800 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $8,387,030 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $47,836 |
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 | $3,486,424 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,973,266 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,764,925 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $9,699,601 |
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 | GRANT THORNTON LLP |
Accountancy firm EIN | 2015-12-31 | 366055558 |
2014 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $17,622,114 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $17,463,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $126,539,163 |
Value of total assets at beginning of year | 2014-12-31 | $126,380,209 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $67,818 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $5,528,504 |
Administrative expenses professional fees incurred | 2014-12-31 | $25,916 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $4,149,780 |
Participant contributions at end of year | 2014-12-31 | $1,613,683 |
Participant contributions at beginning of year | 2014-12-31 | $1,716,376 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $320,642 |
Other income not declared elsewhere | 2014-12-31 | $42,930 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | 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 |
Investment advisory and management fees | 2014-12-31 | $20,250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $115,124,453 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $112,999,165 |
Interest on participant loans | 2014-12-31 | $53,354 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $8,036,102 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $185,073 |
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 | $2,399,796 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,764,925 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,480,679 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $17,395,342 |
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 | GRANT THORNTON LLP |
Accountancy firm EIN | 2014-12-31 | 366055558 |
2013 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $30,735,319 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $17,223,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $126,380,209 |
Value of total assets at beginning of year | 2013-12-31 | $112,868,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $72,360 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $3,735,223 |
Administrative expenses professional fees incurred | 2013-12-31 | $41,902 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,837,445 |
Participant contributions at end of year | 2013-12-31 | $1,716,376 |
Participant contributions at beginning of year | 2013-12-31 | $1,898,835 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $265,257 |
Other income not declared elsewhere | 2013-12-31 | $280,385 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $20,250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $112,999,165 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $98,847,616 |
Interest on participant loans | 2013-12-31 | $53,721 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $10,183,989 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $-70,816 |
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 | $2,838,524 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,480,679 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,875,253 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $17,151,624 |
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 | GRANT THORNTON LLP |
Accountancy firm EIN | 2013-12-31 | 366055558 |
2012 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $19,663,396 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $11,217,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $112,868,874 |
Value of total assets at beginning of year | 2012-12-31 | $104,422,577 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $110,389 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,496,956 |
Administrative expenses professional fees incurred | 2012-12-31 | $54,376 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $4,002,817 |
Participant contributions at end of year | 2012-12-31 | $1,898,835 |
Participant contributions at beginning of year | 2012-12-31 | $1,818,533 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $191,170 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | 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 |
Investment advisory and management fees | 2012-12-31 | $16,200 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $98,847,616 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $92,049,064 |
Interest on participant loans | 2012-12-31 | $61,553 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $10,247,170 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $349,421 |
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 | $3,068,852 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,875,253 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,698,624 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $11,106,710 |
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 | GRANT THORNTON LLP |
Accountancy firm EIN | 2012-12-31 | 366055558 |
2011 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $100,318 |
Total income from all sources (including contributions) | 2011-12-31 | $7,704,129 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $9,645,243 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $104,422,577 |
Value of total assets at beginning of year | 2011-12-31 | $106,464,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $115,436 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,216,772 |
Administrative expenses professional fees incurred | 2011-12-31 | $44,430 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
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 | $4,635,318 |
Participant contributions at end of year | 2011-12-31 | $1,818,533 |
Participant contributions at beginning of year | 2011-12-31 | $1,898,872 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $150,680 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $69,682 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | 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 |
Investment advisory and management fees | 2011-12-31 | $16,200 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $92,049,064 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $94,541,778 |
Interest on participant loans | 2011-12-31 | $68,519 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $7,856,356 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $573,927 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,640,369 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,698,624 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,910,587 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $9,529,807 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $100,318 |
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 | GRANT THORNTON LLP |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $8,357,994 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $8,357,994 |
Total transfer of assets to this plan | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $9,899,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $106,464,009 |
Value of total assets at beginning of year | 2010-12-31 | $97,282,331 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $18,982 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $8,552 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
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 | $4,383,355 |
Participant contributions at end of year | 2010-12-31 | $1,898,872 |
Participant contributions at beginning of year | 2010-12-31 | $1,519,255 |
Participant contributions at end of year | 2010-12-31 | $150,680 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $5,030 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | 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 |
Investment advisory and management fees | 2010-12-31 | $5,400 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $94,541,778 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $87,430,825 |
Interest on participant loans | 2010-12-31 | $70,136 |
Interest earned on other investments | 2010-12-31 | $1,861,970 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,962,092 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
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 | $3,710,023 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,910,587 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,262,358 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $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 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $100,318 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $915,355 |
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 | COLLINS, BURI, AND MCCONKEY, LLP |
Accountancy firm EIN | 2010-12-31 | 383212285 |
2019: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BARTON MALOW PROFIT SHARING AND SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |