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BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 401k Plan overview

Plan NameBURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT
Plan identification number 001

BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EDW. C. LEVY CO. has sponsored the creation of one or more 401k plans.

Company Name:EDW. C. LEVY CO.
Employer identification number (EIN):382397170
NAIC Classification:212320
NAIC Description: Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-02
0012017-01-02LINDA WYATT
0012016-01-02LINDA WYATT
0012015-01-02LINDA WYATT
0012015-01-01LINDA WYATT
0012014-01-02LINDA WYATT
0012014-01-01LINDA WYATT
0012013-01-02LINDA WYATT LINDA WYATT2016-11-07
0012013-01-01LINDA WYATT LINDA WYATT2014-10-14
0012012-01-02LINDA WYATT
0012011-01-02LINDA WYATT
0012009-01-02LINDA S WYATT LINDA S WYATT2011-02-04

Plan Statistics for BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT

401k plan membership statisitcs for BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT

Measure Date Value
2022: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2022 401k membership
Market value of plan assets2022-12-31145,791,296
Acturial value of plan assets2022-12-31145,106,027
Funding target for retired participants and beneficiaries receiving payment2022-12-3159,966,385
Number of terminated vested participants2022-12-31412
Fundng target for terminated vested participants2022-12-3115,301,137
Active participant vested funding target2022-12-3133,691,522
Number of active participants2022-12-31175
Total funding liabilities for active participants2022-12-3133,789,676
Total participant count2022-12-311,176
Total funding target for all participants2022-12-31109,057,198
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3122,633,508
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-311,142,098
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3121,491,410
Present value of excess contributions2022-12-318,349,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-318,808,224
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-318,808,224
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-313,600,000
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3127,466,877
Total employer contributions2022-12-311,500,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-311,417,601
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,892,166
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-311,417,601
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,176
Total number of active participants reported on line 7a of the Form 55002022-01-01166
Number of retired or separated participants receiving benefits2022-01-01462
Number of other retired or separated participants entitled to future benefits2022-01-01387
Total of all active and inactive participants2022-01-011,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01137
Total participants2022-01-011,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2021 401k membership
Market value of plan assets2021-12-31138,114,616
Acturial value of plan assets2021-12-31129,483,176
Funding target for retired participants and beneficiaries receiving payment2021-12-3156,129,190
Number of terminated vested participants2021-12-31435
Fundng target for terminated vested participants2021-12-3115,929,259
Active participant vested funding target2021-12-3132,865,727
Number of active participants2021-12-31191
Total funding liabilities for active participants2021-12-3132,972,757
Total participant count2021-12-311,197
Total funding target for all participants2021-12-31105,031,206
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-319,110,445
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-312,314,938
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-316,795,507
Present value of excess contributions2021-12-3115,486,609
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3116,488,563
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3116,488,563
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-311,500,000
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3122,633,508
Total employer contributions2021-12-319,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-318,349,124
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,273,648
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31455,186
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-311,142,098
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-318,349,124
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,197
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-01467
Number of other retired or separated participants entitled to future benefits2021-01-01401
Total of all active and inactive participants2021-01-011,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01133
Total participants2021-01-011,176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2020 401k membership
Market value of plan assets2020-12-31114,276,981
Acturial value of plan assets2020-12-31110,956,607
Funding target for retired participants and beneficiaries receiving payment2020-12-3154,852,218
Number of terminated vested participants2020-12-31451
Fundng target for terminated vested participants2020-12-3117,131,957
Active participant vested funding target2020-12-3134,168,927
Number of active participants2020-12-31210
Total funding liabilities for active participants2020-12-3134,288,429
Total participant count2020-12-311,215
Total funding target for all participants2020-12-31106,272,604
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-315,434,407
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-312,481,207
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-312,953,200
Present value of excess contributions2020-12-314,989,867
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-315,598,795
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-315,598,795
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-319,110,445
Total employer contributions2020-12-3116,500,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3115,486,609
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,972,009
Net shortfall amortization installment of oustanding balance2020-12-314,426,442
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,314,938
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-312,314,938
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3115,486,609
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,215
Total number of active participants reported on line 7a of the Form 55002020-01-01191
Number of retired or separated participants receiving benefits2020-01-01455
Number of other retired or separated participants entitled to future benefits2020-01-01426
Total of all active and inactive participants2020-01-011,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01125
Total participants2020-01-011,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2019 401k membership
Market value of plan assets2019-12-3195,745,841
Acturial value of plan assets2019-12-31103,581,458
Funding target for retired participants and beneficiaries receiving payment2019-12-3151,371,718
Number of terminated vested participants2019-12-31456
Fundng target for terminated vested participants2019-12-3116,536,842
Active participant vested funding target2019-12-3133,931,756
Number of active participants2019-12-31230
Total funding liabilities for active participants2019-12-3134,064,523
Total participant count2019-12-311,221
Total funding target for all participants2019-12-31101,973,083
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-317,851,343
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-312,562,095
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-315,289,248
Present value of excess contributions2019-12-315,927,489
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,932,861
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-315,932,861
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-315,400,000
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-315,434,407
Total employer contributions2019-12-316,800,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-316,292,727
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,768,885
Net shortfall amortization installment of oustanding balance2019-12-313,826,032
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-313,784,067
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-312,481,207
Additional cash requirement2019-12-311,302,860
Contributions allocatedtoward minimum required contributions for current year2019-12-316,292,727
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,221
Total number of active participants reported on line 7a of the Form 55002019-01-01210
Number of retired or separated participants receiving benefits2019-01-01443
Number of other retired or separated participants entitled to future benefits2019-01-01440
Total of all active and inactive participants2019-01-011,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01122
Total participants2019-01-011,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2018 401k membership
Market value of plan assets2018-12-31545,214
Acturial value of plan assets2018-12-31534,601
Funding target for retired participants and beneficiaries receiving payment2018-12-31364,101
Number of terminated vested participants2018-12-315
Fundng target for terminated vested participants2018-12-3122,261
Active participant vested funding target2018-12-3177,527
Number of active participants2018-12-311
Total funding liabilities for active participants2018-12-3177,527
Total participant count2018-12-3119
Total funding target for all participants2018-12-31463,889
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3113,052
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-317,191
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-315,861
Present value of excess contributions2018-12-3185,918
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3191,039
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3191,039
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3197,480
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-316,291
Net shortfall amortization installment of oustanding balance2018-12-3126,768
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3112,167
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3112,167
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0219
Total number of active participants reported on line 7a of the Form 55002018-01-020
Number of retired or separated participants receiving benefits2018-01-026
Number of other retired or separated participants entitled to future benefits2018-01-025
Total of all active and inactive participants2018-01-0211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-026
Total participants2018-01-0217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-020
Market value of plan assets2018-01-01459,960
Acturial value of plan assets2018-01-01480,570
Funding target for retired participants and beneficiaries receiving payment2018-01-01412,526
Number of terminated vested participants2018-01-015
Fundng target for terminated vested participants2018-01-0120,476
Active participant vested funding target2018-01-0177,652
Number of active participants2018-01-011
Total funding liabilities for active participants2018-01-0177,652
Total participant count2018-01-0120
Total funding target for all participants2018-01-01510,654
Balance at beginning of prior year after applicable adjustments2018-01-010
Prefunding balance at beginning of prior year after applicable adjustments2018-01-0110,880
Carryover balanced portion elected for use to offset prior years funding requirement2018-01-010
Prefunding balanced used to offset prior years funding requirement2018-01-010
Amount remaining of carryover balance2018-01-010
Amount remaining of prefunding balance2018-01-0110,880
Present value of excess contributions2018-01-011,872
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-01-011,981
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-01-011,981
Reductions in caryover balances due to elections or deemed elections2018-01-010
Reductions in prefunding balances due to elections or deemed elections2018-01-01590
Balance of carryovers at beginning of current year2018-01-010
Balance of prefunding at beginning of current year2018-01-0113,052
Total employer contributions2018-01-01100,000
Total employee contributions2018-01-010
Contributions allocated toward unpaid minimum require contributions from prior years2018-01-010
Contributions made to avoid restrictions adjusted to valuation date2018-01-010
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-01-0192,852
Liquidity shortfalls end of Q12018-01-010
Liquidity shortfalls end of Q22018-01-010
Liquidity shortfalls end of Q32018-01-010
Liquidity shortfalls end of Q42018-01-010
Unpaid minimum required contributions for all prior years2018-01-010
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-01-010
Remaining amount of unpaid minimum required contributions2018-01-010
Minimum required contributions for current year target normal cost2018-01-016,474
Net shortfall amortization installment of oustanding balance2018-01-0143,136
Waiver amortization installment2018-01-010
Total funding amount beforereflecting carryover/prefunding balances2018-01-0114,125
Carryover balance elected to use to offset funding requirement2018-01-010
Prefunding balance elected to use to offset funding requirement2018-01-017,191
Additional cash requirement2018-01-016,934
Contributions allocatedtoward minimum required contributions for current year2018-01-0192,852
Unpaid minimum required contributions for current year2018-01-010
Unpaid minimum required contributions for all years2018-01-010
2017: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2017 401k membership
Total participants, beginning-of-year2017-01-0220
Total number of active participants reported on line 7a of the Form 55002017-01-021
Number of retired or separated participants receiving benefits2017-01-026
Number of other retired or separated participants entitled to future benefits2017-01-025
Total of all active and inactive participants2017-01-0212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-027
Total participants2017-01-0219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-020
Market value of plan assets2017-01-01477,155
Acturial value of plan assets2017-01-01519,937
Funding target for retired participants and beneficiaries receiving payment2017-01-01447,986
Number of terminated vested participants2017-01-015
Fundng target for terminated vested participants2017-01-0118,607
Active participant vested funding target2017-01-0171,641
Number of active participants2017-01-011
Total funding liabilities for active participants2017-01-0171,641
Total participant count2017-01-0121
Total funding target for all participants2017-01-01538,234
Balance at beginning of prior year after applicable adjustments2017-01-010
Prefunding balance at beginning of prior year after applicable adjustments2017-01-0111,530
Carryover balanced portion elected for use to offset prior years funding requirement2017-01-010
Prefunding balanced used to offset prior years funding requirement2017-01-010
Amount remaining of carryover balance2017-01-010
Amount remaining of prefunding balance2017-01-0111,530
Present value of excess contributions2017-01-010
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-01-010
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-01-010
Reductions in caryover balances due to elections or deemed elections2017-01-010
Reductions in prefunding balances due to elections or deemed elections2017-01-010
Balance of carryovers at beginning of current year2017-01-010
Balance of prefunding at beginning of current year2017-01-0110,880
Total employer contributions2017-01-0110,000
Total employee contributions2017-01-010
Contributions allocated toward unpaid minimum require contributions from prior years2017-01-010
Contributions made to avoid restrictions adjusted to valuation date2017-01-010
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-01-019,304
Unpaid minimum required contributions for all prior years2017-01-010
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-01-010
Remaining amount of unpaid minimum required contributions2017-01-010
Minimum required contributions for current year target normal cost2017-01-012,611
Net shortfall amortization installment of oustanding balance2017-01-0129,177
Waiver amortization installment2017-01-010
Total funding amount beforereflecting carryover/prefunding balances2017-01-017,432
Carryover balance elected to use to offset funding requirement2017-01-010
Prefunding balance elected to use to offset funding requirement2017-01-017,432
Additional cash requirement2017-01-010
Contributions allocatedtoward minimum required contributions for current year2017-01-019,304
Unpaid minimum required contributions for current year2017-01-010
Unpaid minimum required contributions for all years2017-01-010
2016: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2016 401k membership
Total participants, beginning-of-year2016-01-0221
Total number of active participants reported on line 7a of the Form 55002016-01-021
Number of retired or separated participants receiving benefits2016-01-027
Number of other retired or separated participants entitled to future benefits2016-01-025
Total of all active and inactive participants2016-01-0213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-027
Total participants2016-01-0220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-020
2015: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2015 401k membership
Total participants, beginning-of-year2015-01-0218
Total number of active participants reported on line 7a of the Form 55002015-01-021
Number of retired or separated participants receiving benefits2015-01-027
Number of other retired or separated participants entitled to future benefits2015-01-025
Total of all active and inactive participants2015-01-0213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-028
Total participants2015-01-0221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-020
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2014 401k membership
Total participants, beginning-of-year2014-01-0219
Total number of active participants reported on line 7a of the Form 55002014-01-021
Number of retired or separated participants receiving benefits2014-01-027
Number of other retired or separated participants entitled to future benefits2014-01-025
Total of all active and inactive participants2014-01-0213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-025
Total participants2014-01-0218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-020
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2013 401k membership
Total participants, beginning-of-year2013-01-0221
Total number of active participants reported on line 7a of the Form 55002013-01-021
Number of retired or separated participants receiving benefits2013-01-0216
Number of other retired or separated participants entitled to future benefits2013-01-025
Total of all active and inactive participants2013-01-0222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-025
Total participants2013-01-0227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-020
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2012 401k membership
Total participants, beginning-of-year2012-01-0222
Total number of active participants reported on line 7a of the Form 55002012-01-021
Number of retired or separated participants receiving benefits2012-01-0210
Number of other retired or separated participants entitled to future benefits2012-01-025
Total of all active and inactive participants2012-01-0216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-025
Total participants2012-01-0221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-020
2011: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2011 401k membership
Total participants, beginning-of-year2011-01-0222
Total number of active participants reported on line 7a of the Form 55002011-01-021
Number of retired or separated participants receiving benefits2011-01-0211
Number of other retired or separated participants entitled to future benefits2011-01-025
Total of all active and inactive participants2011-01-0217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-025
Total participants2011-01-0222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-020
2009: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2009 401k membership
Total participants, beginning-of-year2009-01-0222
Total number of active participants reported on line 7a of the Form 55002009-01-021
Number of retired or separated participants receiving benefits2009-01-0214
Number of other retired or separated participants entitled to future benefits2009-01-025
Total of all active and inactive participants2009-01-0220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-022
Total participants2009-01-0222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-020

Financial Data on BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT

Measure Date Value
2022 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-27,969,844
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,968,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,968,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,500,000
Value of total assets at end of year2022-12-31$112,327,142
Value of total assets at beginning of year2022-12-31$146,265,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-33,938,495
Value of net assets at end of year (total assets less liabilities)2022-12-31$112,327,142
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$146,265,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$110,827,142
Value of interest in master investment trust accounts at beginning of year2022-12-31$137,265,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,500,000
Employer contributions (assets) at end of year2022-12-31$1,500,000
Employer contributions (assets) at beginning of year2022-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,968,651
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN. PLLC
Accountancy firm EIN2022-12-31381357951
2021 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,253,821
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,754,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,754,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,000,000
Value of total assets at end of year2021-12-31$146,265,637
Value of total assets at beginning of year2021-12-31$138,766,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,499,223
Value of net assets at end of year (total assets less liabilities)2021-12-31$146,265,637
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$138,766,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$137,265,637
Value of interest in master investment trust accounts at beginning of year2021-12-31$129,766,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,000,000
Employer contributions (assets) at end of year2021-12-31$9,000,000
Employer contributions (assets) at beginning of year2021-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,754,598
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN. PLLC
Accountancy firm EIN2021-12-31381357951
2020 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$29,596,750
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,516,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,516,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,500,000
Value of total assets at end of year2020-12-31$138,766,414
Value of total assets at beginning of year2020-12-31$114,685,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$24,080,566
Value of net assets at end of year (total assets less liabilities)2020-12-31$138,766,414
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$114,685,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$129,766,414
Value of interest in master investment trust accounts at beginning of year2020-12-31$107,885,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,500,000
Employer contributions (assets) at end of year2020-12-31$9,000,000
Employer contributions (assets) at beginning of year2020-12-31$6,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,516,184
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN. PLLC
Accountancy firm EIN2020-12-31381357951
2019 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$24,152,463
Total income from all sources (including contributions)2019-12-31$24,152,463
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,144,872
Total of all expenses incurred2019-12-31$5,144,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,144,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,144,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,800,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,800,000
Value of total assets at end of year2019-12-31$114,685,848
Value of total assets at end of year2019-12-31$114,685,848
Value of total assets at beginning of year2019-12-31$95,678,257
Value of total assets at beginning of year2019-12-31$95,678,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,007,591
Value of net income/loss2019-12-31$19,007,591
Value of net assets at end of year (total assets less liabilities)2019-12-31$114,685,848
Value of net assets at end of year (total assets less liabilities)2019-12-31$114,685,848
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$95,678,257
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$95,678,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$107,885,848
Value of interest in master investment trust accounts at end of year2019-12-31$107,885,848
Value of interest in master investment trust accounts at beginning of year2019-12-31$89,278,257
Value of interest in master investment trust accounts at beginning of year2019-12-31$89,278,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,800,000
Contributions received in cash from employer2019-12-31$6,800,000
Employer contributions (assets) at end of year2019-12-31$6,800,000
Employer contributions (assets) at end of year2019-12-31$6,800,000
Employer contributions (assets) at beginning of year2019-12-31$6,400,000
Employer contributions (assets) at beginning of year2019-12-31$6,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,144,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,144,872
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN. PLLC
Accountancy firm name2019-12-31PLANTE & MORAN. PLLC
Accountancy firm EIN2019-12-31381357951
Accountancy firm EIN2019-12-31381357951
2018 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2018 401k financial data
Transfers to/from the plan2018-12-31$95,222,875
Total income from all sources2018-12-31$-39,333
Expenses. Total of all expenses incurred2018-12-31$52,447
Benefits paid (including direct rollovers)2018-12-31$52,447
Total plan assets at end of year2018-12-31$95,678,257
Total plan assets at beginning of year2018-12-31$547,162
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$-39,333
Net income (gross income less expenses)2018-12-31$-91,780
Net plan assets at end of year (total assets less liabilities)2018-12-31$95,678,257
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$547,162
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Total income from all sources2018-01-01$136,277
Expenses. Total of all expenses incurred2018-01-01$49,237
Benefits paid (including direct rollovers)2018-01-01$49,237
Total plan assets at end of year2018-01-01$547,162
Total plan assets at beginning of year2018-01-01$460,122
Value of fidelity bond covering the plan2018-01-01$1,000,000
Other income received2018-01-01$36,277
Net income (gross income less expenses)2018-01-01$87,040
Net plan assets at end of year (total assets less liabilities)2018-01-01$547,162
Net plan assets at beginning of year (total assets less liabilities)2018-01-01$460,122
Total contributions received or receivable from employer(s)2018-01-01$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-01$0
2017 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2017 401k financial data
Total income from all sources2017-01-01$35,771
Expenses. Total of all expenses incurred2017-01-01$52,804
Benefits paid (including direct rollovers)2017-01-01$52,804
Total plan assets at end of year2017-01-01$460,122
Total plan assets at beginning of year2017-01-01$477,155
Value of fidelity bond covering the plan2017-01-01$1,000,000
Other income received2017-01-01$25,771
Net income (gross income less expenses)2017-01-01$-17,033
Net plan assets at end of year (total assets less liabilities)2017-01-01$460,122
Net plan assets at beginning of year (total assets less liabilities)2017-01-01$477,155
Total contributions received or receivable from employer(s)2017-01-01$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-01$0
2016 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2016 401k financial data
Total income from all sources2016-01-01$-32,803
Expenses. Total of all expenses incurred2016-01-01$54,645
Benefits paid (including direct rollovers)2016-01-01$54,645
Total plan assets at end of year2016-01-01$477,155
Total plan assets at beginning of year2016-01-01$564,603
Value of fidelity bond covering the plan2016-01-01$1,000,000
Other income received2016-01-01$-32,803
Net income (gross income less expenses)2016-01-01$-87,448
Net plan assets at end of year (total assets less liabilities)2016-01-01$477,155
Net plan assets at beginning of year (total assets less liabilities)2016-01-01$564,603
Total contributions received or receivable from employer(s)2016-01-01$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-01$0
2015 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2015 401k financial data
Total income from all sources2015-12-31$-32,803
Expenses. Total of all expenses incurred2015-12-31$54,645
Benefits paid (including direct rollovers)2015-12-31$54,645
Total plan assets at end of year2015-12-31$477,155
Total plan assets at beginning of year2015-12-31$564,603
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$-32,803
Net income (gross income less expenses)2015-12-31$-87,448
Net plan assets at end of year (total assets less liabilities)2015-12-31$477,155
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$564,603
Total contributions received or receivable from employer(s)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Total income from all sources2015-01-01$57,490
Expenses. Total of all expenses incurred2015-01-01$64,780
Benefits paid (including direct rollovers)2015-01-01$64,780
Total plan assets at end of year2015-01-01$564,603
Total plan assets at beginning of year2015-01-01$571,893
Value of fidelity bond covering the plan2015-01-01$1,000,000
Other income received2015-01-01$40,528
Net income (gross income less expenses)2015-01-01$-7,290
Net plan assets at end of year (total assets less liabilities)2015-01-01$564,603
Net plan assets at beginning of year (total assets less liabilities)2015-01-01$571,893
Total contributions received or receivable from employer(s)2015-01-01$16,962
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-01$0
2014 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2014 401k financial data
Total income from all sources2014-12-31$57,490
Expenses. Total of all expenses incurred2014-12-31$64,780
Benefits paid (including direct rollovers)2014-12-31$64,780
Total plan assets at end of year2014-12-31$564,603
Total plan assets at beginning of year2014-12-31$571,893
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$40,528
Net income (gross income less expenses)2014-12-31$-7,290
Net plan assets at end of year (total assets less liabilities)2014-12-31$564,603
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$571,893
Total contributions received or receivable from employer(s)2014-12-31$16,962
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Total income from all sources2014-01-01$83,893
Expenses. Total of all expenses incurred2014-01-01$67,200
Benefits paid (including direct rollovers)2014-01-01$67,200
Total plan assets at end of year2014-01-01$571,893
Total plan assets at beginning of year2014-01-01$555,200
Value of fidelity bond covering the plan2014-01-01$1,000,000
Other income received2014-01-01$66,367
Net income (gross income less expenses)2014-01-01$16,693
Net plan assets at end of year (total assets less liabilities)2014-01-01$571,893
Net plan assets at beginning of year (total assets less liabilities)2014-01-01$555,200
Total contributions received or receivable from employer(s)2014-01-01$17,526
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-01$0
2013 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2013 401k financial data
Total income from all sources2013-12-31$83,893
Expenses. Total of all expenses incurred2013-12-31$67,200
Benefits paid (including direct rollovers)2013-12-31$67,200
Total plan assets at end of year2013-12-31$571,893
Total plan assets at beginning of year2013-12-31$555,200
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$66,367
Net income (gross income less expenses)2013-12-31$16,693
Net plan assets at end of year (total assets less liabilities)2013-12-31$571,893
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$555,200
Total contributions received or receivable from employer(s)2013-12-31$17,526
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Total income from all sources2013-01-01$97,176
Expenses. Total of all expenses incurred2013-01-01$71,322
Benefits paid (including direct rollovers)2013-01-01$70,821
Total plan assets at end of year2013-01-01$555,200
Total plan assets at beginning of year2013-01-01$529,346
Value of fidelity bond covering the plan2013-01-01$1,000,000
Other income received2013-01-01$72,694
Net income (gross income less expenses)2013-01-01$25,854
Net plan assets at end of year (total assets less liabilities)2013-01-01$555,200
Net plan assets at beginning of year (total assets less liabilities)2013-01-01$529,346
Total contributions received or receivable from employer(s)2013-01-01$24,482
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-01$501
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-01$0
2012 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2012 401k financial data
Total income from all sources2012-01-01$84,335
Expenses. Total of all expenses incurred2012-01-01$73,226
Benefits paid (including direct rollovers)2012-01-01$72,476
Total plan assets at end of year2012-01-01$529,346
Total plan assets at beginning of year2012-01-01$518,237
Value of fidelity bond covering the plan2012-01-01$1,000,000
Other income received2012-01-01$-14,933
Net income (gross income less expenses)2012-01-01$11,109
Net plan assets at end of year (total assets less liabilities)2012-01-01$529,346
Net plan assets at beginning of year (total assets less liabilities)2012-01-01$518,237
Total contributions received or receivable from employer(s)2012-01-01$99,268
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-01$750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-01$0
2011 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2011 401k financial data
Total income from all sources2011-01-01$148,420
Expenses. Total of all expenses incurred2011-01-01$75,497
Benefits paid (including direct rollovers)2011-01-01$74,743
Total plan assets at end of year2011-01-01$518,237
Total plan assets at beginning of year2011-01-01$445,314
Value of fidelity bond covering the plan2011-01-01$500,000
Other income received2011-01-01$57,226
Net income (gross income less expenses)2011-01-01$72,923
Net plan assets at end of year (total assets less liabilities)2011-01-01$518,237
Net plan assets at beginning of year (total assets less liabilities)2011-01-01$445,314
Total contributions received or receivable from employer(s)2011-01-01$91,194
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-01$754
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-01$0
2010 : BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2010 401k financial data
Total income from all sources2010-12-31$148,420
Expenses. Total of all expenses incurred2010-12-31$75,497
Benefits paid (including direct rollovers)2010-12-31$74,743
Total plan assets at end of year2010-12-31$518,237
Total plan assets at beginning of year2010-12-31$445,314
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$57,226
Net income (gross income less expenses)2010-12-31$72,923
Net plan assets at end of year (total assets less liabilities)2010-12-31$518,237
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$445,314
Total contributions received or receivable from employer(s)2010-12-31$91,194
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$754
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-01$0

Form 5500 Responses for BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT

2022: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2018 form 5500 responses
2018-01-02Type of plan entitySingle employer plan
2018-01-02Submission has been amendedNo
2018-01-02This submission is the final filingNo
2018-01-02This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-02Plan is a collectively bargained planYes
2018-01-02Plan funding arrangement – TrustYes
2018-01-02Plan benefit arrangement - TrustYes
2017: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2017 form 5500 responses
2017-01-02Type of plan entitySingle employer plan
2017-01-02Submission has been amendedNo
2017-01-02This submission is the final filingNo
2017-01-02This return/report is a short plan year return/report (less than 12 months)No
2017-01-02Plan is a collectively bargained planYes
2017-01-02Plan funding arrangement – TrustYes
2017-01-02Plan benefit arrangement - TrustYes
2016: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2016 form 5500 responses
2016-01-02Type of plan entitySingle employer plan
2016-01-02Submission has been amendedNo
2016-01-02This submission is the final filingNo
2016-01-02This return/report is a short plan year return/report (less than 12 months)No
2016-01-02Plan is a collectively bargained planYes
2016-01-02Plan funding arrangement – TrustYes
2016-01-02Plan benefit arrangement - TrustYes
2015: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2015 form 5500 responses
2015-01-02Type of plan entitySingle employer plan
2015-01-02Submission has been amendedYes
2015-01-02This submission is the final filingNo
2015-01-02This return/report is a short plan year return/report (less than 12 months)No
2015-01-02Plan is a collectively bargained planYes
2015-01-02Plan funding arrangement – TrustYes
2015-01-02Plan benefit arrangement - TrustYes
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2014 form 5500 responses
2014-01-02Type of plan entitySingle employer plan
2014-01-02Submission has been amendedYes
2014-01-02This submission is the final filingNo
2014-01-02This return/report is a short plan year return/report (less than 12 months)No
2014-01-02Plan is a collectively bargained planYes
2014-01-02Plan funding arrangement – TrustYes
2014-01-02Plan benefit arrangement - TrustYes
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2013 form 5500 responses
2013-01-02Type of plan entitySingle employer plan
2013-01-02Submission has been amendedYes
2013-01-02This submission is the final filingNo
2013-01-02This return/report is a short plan year return/report (less than 12 months)No
2013-01-02Plan is a collectively bargained planYes
2013-01-02Plan funding arrangement – TrustYes
2013-01-02Plan benefit arrangement - TrustYes
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2012 form 5500 responses
2012-01-02Type of plan entitySingle employer plan
2012-01-02Submission has been amendedNo
2012-01-02This submission is the final filingNo
2012-01-02This return/report is a short plan year return/report (less than 12 months)No
2012-01-02Plan is a collectively bargained planYes
2012-01-02Plan funding arrangement – TrustYes
2012-01-02Plan benefit arrangement - TrustYes
2011: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2011 form 5500 responses
2011-01-02Type of plan entitySingle employer plan
2011-01-02Submission has been amendedNo
2011-01-02This submission is the final filingNo
2011-01-02This return/report is a short plan year return/report (less than 12 months)No
2011-01-02Plan is a collectively bargained planYes
2011-01-02Plan funding arrangement – TrustYes
2011-01-02Plan benefit arrangement - TrustYes
2009: BURROUGHS RETIREMENT PLAN FOR BARG. UNIT FOR EMPLOYEES, WALLACE STONE PLANT 2009 form 5500 responses
2009-01-02Type of plan entitySingle employer plan
2009-01-02Submission has been amendedNo
2009-01-02This submission is the final filingNo
2009-01-02This return/report is a short plan year return/report (less than 12 months)No
2009-01-02Plan is a collectively bargained planYes
2009-01-02Plan funding arrangement – TrustYes
2009-01-02Plan benefit arrangement - TrustYes

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