401k Plan data: THE OSCAR W LARSON COMPANY 401(K) PLAN plan

THE OSCAR W LARSON COMPANY 401(K) PLAN 401k Plan overview

Plan Name	THE OSCAR W LARSON COMPANY 401(K) PLAN
Plan identification number	003

THE OSCAR W LARSON COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OSCAR W LARSON COMPANY has sponsored the creation of one or more 401k plans.

Company Name: OSCAR W LARSON COMPANY

Employer identification number (EIN): 381607330

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OSCAR W LARSON COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-04-01 CHARLES BURNS 2023-01-12
003 2020-04-01 CHARLES BURNS 2022-01-14
003 2019-04-01 JAMES LINTOL 2021-01-07
003 2018-04-01 JAMES LINTOL 2020-01-14
003 2017-04-01
003 2016-04-01
003 2015-04-01
003 2014-04-01
003 2013-04-01
003 2012-04-01 KEITH WILLIAMS AS PRACTITIONER 2014-01-13
003 2011-04-01 KEITH WILLIAMS AS PRACTITIONER 2013-01-12
003 2010-04-01 KEITH WILLIAMS AS PRACTITIONER 2012-01-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-04-01	CHARLES BURNS	2023-01-12
003	2020-04-01	CHARLES BURNS	2022-01-14
003	2019-04-01	JAMES LINTOL	2021-01-07
003	2018-04-01	JAMES LINTOL	2020-01-14
003	2017-04-01
003	2016-04-01
003	2015-04-01
003	2014-04-01
003	2013-04-01
003	2012-04-01	KEITH WILLIAMS AS PRACTITIONER	2014-01-13
003	2011-04-01	KEITH WILLIAMS AS PRACTITIONER	2013-01-12
003	2010-04-01	KEITH WILLIAMS AS PRACTITIONER	2012-01-12

Plan Statistics for THE OSCAR W LARSON COMPANY 401(K) PLAN

401k plan membership statisitcs for THE OSCAR W LARSON COMPANY 401(K) PLAN

Measure Date Value
2021: THE OSCAR W LARSON COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 345
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 399
Number of other retired or separated participants entitled to future benefits 2021-04-01 81
Total of all active and inactive participants 2021-04-01 480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 480
Number of participants with account balances 2021-04-01 369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: THE OSCAR W LARSON COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 320
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 274
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 42
Total of all active and inactive participants 2020-04-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 316
Number of participants with account balances 2020-04-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2019: THE OSCAR W LARSON COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 298
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 267
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 32
Total of all active and inactive participants 2019-04-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 299
Number of participants with account balances 2019-04-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: THE OSCAR W LARSON COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 273
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 274
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 15
Total of all active and inactive participants 2018-04-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 289
Number of participants with account balances 2018-04-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: THE OSCAR W LARSON COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 248
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 222
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 25
Total of all active and inactive participants 2017-04-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 247
Number of participants with account balances 2017-04-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: THE OSCAR W LARSON COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 167
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 232
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 13
Total of all active and inactive participants 2016-04-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 245
Number of participants with account balances 2016-04-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0

Measure	Date	Value
2021: THE OSCAR W LARSON COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	345
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	399
Number of other retired or separated participants entitled to future benefits	2021-04-01	81
Total of all active and inactive participants	2021-04-01	480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	480
Number of participants with account balances	2021-04-01	369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: THE OSCAR W LARSON COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	320
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	274
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	42
Total of all active and inactive participants	2020-04-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	316
Number of participants with account balances	2020-04-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2019: THE OSCAR W LARSON COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	298
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	267
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	32
Total of all active and inactive participants	2019-04-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	299
Number of participants with account balances	2019-04-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: THE OSCAR W LARSON COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	273
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	274
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	15
Total of all active and inactive participants	2018-04-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	289
Number of participants with account balances	2018-04-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: THE OSCAR W LARSON COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	248
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	222
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	25
Total of all active and inactive participants	2017-04-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	247
Number of participants with account balances	2017-04-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: THE OSCAR W LARSON COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	167
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	232
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	13
Total of all active and inactive participants	2016-04-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	245
Number of participants with account balances	2016-04-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0

Financial Data on THE OSCAR W LARSON COMPANY 401(K) PLAN

Measure	Date	Value
2022 : THE OSCAR W LARSON COMPANY 401(K) PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-03-31	$5,488,885
Total income from all sources (including contributions)	2022-03-31	$2,067,748
Total of all expenses incurred	2022-03-31	$429,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-31	$426,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-31	$1,925,161
Value of total assets at end of year	2022-03-31	$21,206,293
Value of total assets at beginning of year	2022-03-31	$14,079,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-31	$2,945
Total interest from all sources	2022-03-31	$2,808
Total dividends received (eg from common stock, registered investment company shares)	2022-03-31	$916,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-03-31	$916,551
Was this plan covered by a fidelity bond	2022-03-31	Yes
Value of fidelity bond cover	2022-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-03-31	No
Contributions received from participants	2022-03-31	$1,388,689
Participant contributions at end of year	2022-03-31	$114,471
Participant contributions at beginning of year	2022-03-31	$30,475
Participant contributions at end of year	2022-03-31	$33,024
Income. Received or receivable in cash from other sources (including rollovers)	2022-03-31	$211,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Value of net income/loss	2022-03-31	$1,638,120
Value of net assets at end of year (total assets less liabilities)	2022-03-31	$21,206,293
Value of net assets at beginning of year (total assets less liabilities)	2022-03-31	$14,079,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-31	No
Were any leases to which the plan was party in default or uncollectible	2022-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-31	$20,416,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-31	$13,912,452
Interest on participant loans	2022-03-31	$2,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-03-31	$635,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-03-31	$136,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-03-31	$136,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-31	$-776,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-31	No
Was there a failure to transmit to the plan any participant contributions	2022-03-31	No
Has the plan failed to provide any benefit when due under the plan	2022-03-31	No
Contributions received in cash from employer	2022-03-31	$324,688
Employer contributions (assets) at end of year	2022-03-31	$6,576
Employer contributions (assets) at beginning of year	2022-03-31	$300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-31	$426,683
Contract administrator fees	2022-03-31	$2,945
Did the plan have assets held for investment	2022-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-31	No
Opinion of an independent qualified public accountant for this plan	2022-03-31	Unqualified
Accountancy firm name	2022-03-31	JANZ & KNIGHT, P.L.C.
Accountancy firm EIN	2022-03-31	381458667
2021 : THE OSCAR W LARSON COMPANY 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-03-31	$5,553,037
Total of all expenses incurred	2021-03-31	$107,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$102,911
Expenses. Certain deemed distributions of participant loans	2021-03-31	$3,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$1,672,904
Value of total assets at end of year	2021-03-31	$14,079,288
Value of total assets at beginning of year	2021-03-31	$8,633,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$1,385
Total interest from all sources	2021-03-31	$2,029
Total dividends received (eg from common stock, registered investment company shares)	2021-03-31	$361,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-03-31	$361,624
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Contributions received from participants	2021-03-31	$1,139,067
Participant contributions at end of year	2021-03-31	$30,475
Participant contributions at beginning of year	2021-03-31	$37,781
Income. Received or receivable in cash from other sources (including rollovers)	2021-03-31	$245,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Value of net income/loss	2021-03-31	$5,445,561
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$14,079,288
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$8,633,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-03-31	$13,912,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$8,559,884
Interest on participant loans	2021-03-31	$2,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-03-31	$136,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-03-31	$36,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-03-31	$36,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-03-31	$3,516,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Contributions received in cash from employer	2021-03-31	$288,460
Employer contributions (assets) at end of year	2021-03-31	$300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$102,911
Contract administrator fees	2021-03-31	$1,385
Did the plan have assets held for investment	2021-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	No
Opinion of an independent qualified public accountant for this plan	2021-03-31	Unqualified
Accountancy firm name	2021-03-31	JANZ & KNIGHT, P.L.C.
Accountancy firm EIN	2021-03-31	381458667
2020 : THE OSCAR W LARSON COMPANY 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-03-31	$674,401
Total of all expenses incurred	2020-03-31	$309,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-03-31	$307,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-03-31	$1,241,201
Value of total assets at end of year	2020-03-31	$8,633,727
Value of total assets at beginning of year	2020-03-31	$8,268,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-03-31	$1,745
Total interest from all sources	2020-03-31	$3,647
Total dividends received (eg from common stock, registered investment company shares)	2020-03-31	$403,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-03-31	$403,665
Was this plan covered by a fidelity bond	2020-03-31	Yes
Value of fidelity bond cover	2020-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-03-31	No
Contributions received from participants	2020-03-31	$981,078
Participant contributions at end of year	2020-03-31	$37,781
Participant contributions at beginning of year	2020-03-31	$31,805
Income. Received or receivable in cash from other sources (including rollovers)	2020-03-31	$31,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-03-31	No
Value of net income/loss	2020-03-31	$365,349
Value of net assets at end of year (total assets less liabilities)	2020-03-31	$8,633,727
Value of net assets at beginning of year (total assets less liabilities)	2020-03-31	$8,268,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-03-31	No
Were any leases to which the plan was party in default or uncollectible	2020-03-31	No
Investment advisory and management fees	2020-03-31	$1,745
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-03-31	$8,559,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-03-31	$8,100,410
Interest on participant loans	2020-03-31	$2,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-03-31	$36,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-03-31	$136,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-03-31	$136,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-03-31	$1,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-03-31	$-974,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-03-31	No
Was there a failure to transmit to the plan any participant contributions	2020-03-31	No
Has the plan failed to provide any benefit when due under the plan	2020-03-31	No
Contributions received in cash from employer	2020-03-31	$228,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-03-31	$307,307
Did the plan have assets held for investment	2020-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-03-31	Disclaimer
Accountancy firm name	2020-03-31	JANZ & KNIGHT, P.L.C.
Accountancy firm EIN	2020-03-31	381458667
2019 : THE OSCAR W LARSON COMPANY 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-03-31	$1,359,725
Total of all expenses incurred	2019-03-31	$171,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$169,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$1,062,127
Value of total assets at end of year	2019-03-31	$8,268,378
Value of total assets at beginning of year	2019-03-31	$7,079,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-31	$1,580
Total interest from all sources	2019-03-31	$3,660
Total dividends received (eg from common stock, registered investment company shares)	2019-03-31	$435,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-03-31	$435,988
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$794,679
Participant contributions at end of year	2019-03-31	$31,805
Participant contributions at beginning of year	2019-03-31	$10,552
Participant contributions at beginning of year	2019-03-31	$13,803
Income. Received or receivable in cash from other sources (including rollovers)	2019-03-31	$58,441
Other income not declared elsewhere	2019-03-31	$2,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Value of net income/loss	2019-03-31	$1,188,659
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$8,268,378
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$7,079,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Investment advisory and management fees	2019-03-31	$1,580
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$8,100,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$6,805,852
Interest on participant loans	2019-03-31	$981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-03-31	$136,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-03-31	$218,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-03-31	$218,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-03-31	$2,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$-145,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	No
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Contributions received in cash from employer	2019-03-31	$209,007
Employer contributions (assets) at beginning of year	2019-03-31	$31,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$169,486
Did the plan have assets held for investment	2019-03-31	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	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	JANZ & KNIGHT, P.L.C.
Accountancy firm EIN	2019-03-31	381458667
2018 : THE OSCAR W LARSON COMPANY 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-03-31	$24,630
Total income from all sources (including contributions)	2018-03-31	$1,655,418
Total of all expenses incurred	2018-03-31	$191,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$189,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$908,484
Value of total assets at end of year	2018-03-31	$7,079,719
Value of total assets at beginning of year	2018-03-31	$5,590,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-03-31	$1,120
Total interest from all sources	2018-03-31	$1,418
Total dividends received (eg from common stock, registered investment company shares)	2018-03-31	$263,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-03-31	$263,938
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Contributions received from participants	2018-03-31	$683,397
Participant contributions at end of year	2018-03-31	$10,552
Participant contributions at beginning of year	2018-03-31	$7,550
Participant contributions at end of year	2018-03-31	$13,803
Participant contributions at beginning of year	2018-03-31	$12,316
Income. Received or receivable in cash from other sources (including rollovers)	2018-03-31	$7,775
Other income not declared elsewhere	2018-03-31	$122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Value of net income/loss	2018-03-31	$1,464,354
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$7,079,719
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$5,590,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Investment advisory and management fees	2018-03-31	$1,120
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$6,805,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$5,353,004
Interest on participant loans	2018-03-31	$483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-03-31	$218,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-03-31	$214,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-03-31	$214,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-03-31	$935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$481,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	No
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Contributions received in cash from employer	2018-03-31	$217,312
Employer contributions (assets) at end of year	2018-03-31	$31,097
Employer contributions (assets) at beginning of year	2018-03-31	$3,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$189,944
Did the plan have assets held for investment	2018-03-31	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	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	JANZ & KNIGHT, P.L.C.
Accountancy firm EIN	2018-03-31	381458667
2017 : THE OSCAR W LARSON COMPANY 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-03-31	$1,357,459
Total of all expenses incurred	2017-03-31	$101,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$98,652
Expenses. Certain deemed distributions of participant loans	2017-03-31	$2,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$837,632
Value of total assets at end of year	2017-03-31	$5,590,735
Value of total assets at beginning of year	2017-03-31	$4,335,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$685
Total interest from all sources	2017-03-31	$500
Total dividends received (eg from common stock, registered investment company shares)	2017-03-31	$146,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-03-31	$146,016
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Contributions received from participants	2017-03-31	$542,288
Participant contributions at end of year	2017-03-31	$7,550
Participant contributions at beginning of year	2017-03-31	$8,669
Participant contributions at end of year	2017-03-31	$12,316
Participant contributions at beginning of year	2017-03-31	$8,095
Income. Received or receivable in cash from other sources (including rollovers)	2017-03-31	$117,048
Other income not declared elsewhere	2017-03-31	$1,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Value of net income/loss	2017-03-31	$1,255,530
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$5,590,735
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$4,335,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Investment advisory and management fees	2017-03-31	$685
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$5,353,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$4,062,356
Interest on participant loans	2017-03-31	$317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-03-31	$214,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-03-31	$253,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-03-31	$253,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-03-31	$183
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-03-31	$371,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Contributions received in cash from employer	2017-03-31	$178,296
Employer contributions (assets) at end of year	2017-03-31	$3,180
Employer contributions (assets) at beginning of year	2017-03-31	$2,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$98,652
Did the plan have assets held for investment	2017-03-31	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	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	JANZ & KNIGHT, PLC
Accountancy firm EIN	2017-03-31	381458667

Form 5500 Responses for THE OSCAR W LARSON COMPANY 401(K) PLAN

2021: THE OSCAR W LARSON COMPANY 401(K) PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: THE OSCAR W LARSON COMPANY 401(K) PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: THE OSCAR W LARSON COMPANY 401(K) PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: THE OSCAR W LARSON COMPANY 401(K) PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: THE OSCAR W LARSON COMPANY 401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: THE OSCAR W LARSON COMPANY 401(K) PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OSCAR W LARSON COMPANY
Employer identification number (EIN):	381607330
NAIC Classification:	238900