?>
Logo

JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 401k Plan overview

Plan NameJOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST
Plan identification number 001

JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN A. BIEWER COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. BIEWER COMPANY, INC.
Employer identification number (EIN):382410540
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL BRODY2023-08-08
0012021-01-01MICK BRODY2022-10-13
0012020-01-01GARY E. OLMSTEAD2021-07-28
0012019-01-01GARY E OLMSTEAD2020-10-13
0012018-01-01GARY E. OLMSTEAD2019-08-26
0012017-01-01
0012015-01-01GARY OLMSTEAD OR TIM BIEWER
0012014-01-01GARY OLMSTEAD OR TIM BIEWER

Plan Statistics for JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST

Measure Date Value
2022: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01804
Total number of active participants reported on line 7a of the Form 55002022-01-01935
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-011,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,029
Number of participants with account balances2022-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01118
2021: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01703
Total number of active participants reported on line 7a of the Form 55002021-01-01702
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01784
Number of participants with account balances2021-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01114
2020: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01650
Total number of active participants reported on line 7a of the Form 55002020-01-01630
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01678
Number of participants with account balances2020-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0178
2019: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01647
Total number of active participants reported on line 7a of the Form 55002019-01-01579
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01637
Number of participants with account balances2019-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0177
2018: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01579
Total number of active participants reported on line 7a of the Form 55002018-01-01571
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01616
Number of participants with account balances2018-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0164
2017: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01423
Total number of active participants reported on line 7a of the Form 55002017-01-01529
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01565
Number of participants with account balances2017-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2015: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01361
Total number of active participants reported on line 7a of the Form 55002015-01-01383
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01411
Number of participants with account balances2015-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01373
Total number of active participants reported on line 7a of the Form 55002014-01-01330
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01345
Number of participants with account balances2014-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015

Financial Data on JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST

Measure Date Value
2022 : JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 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$0
Total income from all sources (including contributions)2022-12-31$-121,104
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,312,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,147,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,244,306
Value of total assets at end of year2022-12-31$23,909,590
Value of total assets at beginning of year2022-12-31$27,342,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$164,062
Total interest from all sources2022-12-31$26,857
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$92,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$92,711
Administrative expenses professional fees incurred2022-12-31$164,062
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Contributions received from participants2022-12-31$3,073,534
Participant contributions at end of year2022-12-31$536,078
Participant contributions at beginning of year2022-12-31$487,099
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$197,240
Total non interest bearing cash at end of year2022-12-31$105,189
Total non interest bearing cash at beginning of year2022-12-31$86,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,433,164
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,909,590
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,342,754
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$1,729,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,152,790
Interest on participant loans2022-12-31$26,857
Value of interest in common/collective trusts at end of year2022-12-31$21,516,169
Value of interest in common/collective trusts at beginning of year2022-12-31$22,592,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$22,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$23,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$23,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,484,978
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$973,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,147,998
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 AND MORAN PLLC
Accountancy firm EIN2022-12-31381357951
2021 : JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 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$6,623,989
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,657,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,481,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,083,940
Value of total assets at end of year2021-12-31$27,342,754
Value of total assets at beginning of year2021-12-31$23,376,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$176,439
Total interest from all sources2021-12-31$20,475
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$179,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$179,370
Administrative expenses professional fees incurred2021-12-31$176,439
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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
Contributions received from participants2021-12-31$2,374,179
Participant contributions at end of year2021-12-31$487,099
Participant contributions at beginning of year2021-12-31$383,505
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,021
Total non interest bearing cash at end of year2021-12-31$86,720
Total non interest bearing cash at beginning of year2021-12-31$73,835
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$3,966,410
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,342,754
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,376,344
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$4,152,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,986,198
Interest on participant loans2021-12-31$20,475
Value of interest in common/collective trusts at end of year2021-12-31$22,592,845
Value of interest in common/collective trusts at beginning of year2021-12-31$19,932,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$23,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,340,204
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$699,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,481,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 AND MORAN PLLC
Accountancy firm EIN2021-12-31381357951
2020 : JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 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$5,784,213
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,178,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,010,975
Value of total corrective distributions2020-12-31$12,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,607,063
Value of total assets at end of year2020-12-31$23,376,344
Value of total assets at beginning of year2020-12-31$18,770,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$154,312
Total interest from all sources2020-12-31$17,336
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$84,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$84,427
Administrative expenses professional fees incurred2020-12-31$5,894
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Contributions received from participants2020-12-31$1,930,631
Participant contributions at end of year2020-12-31$383,505
Participant contributions at beginning of year2020-12-31$301,767
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$268,159
Total non interest bearing cash at end of year2020-12-31$73,835
Total non interest bearing cash at beginning of year2020-12-31$0
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$4,606,026
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,376,344
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,770,318
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
Investment advisory and management fees2020-12-31$98,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,986,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,820,370
Interest on participant loans2020-12-31$17,336
Value of interest in common/collective trusts at end of year2020-12-31$19,932,806
Value of interest in common/collective trusts at beginning of year2020-12-31$15,648,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$256,473
Net investment gain or loss from common/collective trusts2020-12-31$2,818,914
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$408,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,010,975
Contract administrator fees2020-12-31$50,085
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE AND MORAN PLLC
Accountancy firm EIN2020-12-31381357951
2019 : JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,729,414
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,398,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,229,354
Value of total corrective distributions2019-12-31$44,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,342,474
Value of total assets at end of year2019-12-31$18,770,318
Value of total assets at beginning of year2019-12-31$14,439,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$124,827
Total interest from all sources2019-12-31$15,648
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$73,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$73,550
Administrative expenses professional fees incurred2019-12-31$4,709
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,828,521
Participant contributions at end of year2019-12-31$301,767
Participant contributions at beginning of year2019-12-31$319,348
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,772
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$4,331,139
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,770,318
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,439,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$75,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,820,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,856,451
Interest on participant loans2019-12-31$15,648
Value of interest in common/collective trusts at end of year2019-12-31$15,648,181
Value of interest in common/collective trusts at beginning of year2019-12-31$12,263,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$437,099
Net investment gain or loss from common/collective trusts2019-12-31$2,860,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$503,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,229,354
Contract administrator fees2019-12-31$44,992
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE AND MORAN PLLC
Accountancy firm EIN2019-12-31381357951
2018 : JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,381,362
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$823,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$667,453
Value of total corrective distributions2018-12-31$32,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,323,899
Value of total assets at end of year2018-12-31$14,439,179
Value of total assets at beginning of year2018-12-31$13,881,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$123,996
Total interest from all sources2018-12-31$14,342
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$105,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$105,627
Administrative expenses professional fees incurred2018-12-31$4,279
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,618,556
Participant contributions at end of year2018-12-31$319,348
Participant contributions at beginning of year2018-12-31$290,999
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$313,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$557,385
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,439,179
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,881,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$81,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,856,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,821,689
Interest on participant loans2018-12-31$14,342
Value of interest in common/collective trusts at end of year2018-12-31$12,263,213
Value of interest in common/collective trusts at beginning of year2018-12-31$11,768,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-256,156
Net investment gain or loss from common/collective trusts2018-12-31$-806,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$391,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$667,453
Contract administrator fees2018-12-31$38,453
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE AND MORAN PLLC
Accountancy firm EIN2018-12-31381357951
2017 : JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,750,772
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,552,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,435,218
Value of total corrective distributions2017-12-31$13,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,548,520
Value of total assets at end of year2017-12-31$13,881,794
Value of total assets at beginning of year2017-12-31$11,683,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$103,949
Total interest from all sources2017-12-31$13,254
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$76,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$76,407
Administrative expenses professional fees incurred2017-12-31$4,340
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,288,780
Participant contributions at end of year2017-12-31$290,999
Participant contributions at beginning of year2017-12-31$312,285
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$153,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,198,255
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,881,794
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,683,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$73,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,821,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,779,042
Interest on participant loans2017-12-31$13,254
Value of interest in common/collective trusts at end of year2017-12-31$11,768,210
Value of interest in common/collective trusts at beginning of year2017-12-31$9,588,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$332,923
Net investment gain or loss from common/collective trusts2017-12-31$1,779,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$106,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,435,218
Contract administrator fees2017-12-31$26,448
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PLANTE AND MORAN PLLC
Accountancy firm EIN2017-12-31381357951
2015 : JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$964,174
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$748,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$655,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,013,208
Value of total assets at end of year2015-12-31$10,595,813
Value of total assets at beginning of year2015-12-31$10,379,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$92,336
Total interest from all sources2015-12-31$12,032
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$68,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$68,031
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$884,849
Participant contributions at end of year2015-12-31$343,775
Participant contributions at beginning of year2015-12-31$233,089
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$215,978
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,595,813
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,379,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,652,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,973,770
Interest on participant loans2015-12-31$12,032
Value of interest in common/collective trusts at end of year2015-12-31$8,599,835
Value of interest in common/collective trusts at beginning of year2015-12-31$8,172,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$92
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$65
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$65
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-33,257
Net investment gain or loss from common/collective trusts2015-12-31$-95,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$99,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$655,860
Contract administrator fees2015-12-31$92,336
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PLANTE AND MORAN PLLC
Accountancy firm EIN2015-12-31381357951
2014 : JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-3,203
Total unrealized appreciation/depreciation of assets2014-12-31$-3,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,805,350
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$501,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$399,235
Expenses. Certain deemed distributions of participant loans2014-12-31$9,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,152,169
Value of total assets at end of year2014-12-31$10,379,835
Value of total assets at beginning of year2014-12-31$9,076,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$93,141
Total interest from all sources2014-12-31$9,256
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$93,141
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$754,116
Participant contributions at end of year2014-12-31$233,089
Participant contributions at beginning of year2014-12-31$197,213
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$321,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,303,386
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,379,835
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,076,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,973,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,954,336
Interest on participant loans2014-12-31$9,256
Value of interest in common/collective trusts at end of year2014-12-31$8,172,911
Value of interest in common/collective trusts at beginning of year2014-12-31$6,924,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$65
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$157,763
Net investment gain or loss from common/collective trusts2014-12-31$489,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$76,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$399,235
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PLANTE AND MORAN PLLC
Accountancy firm EIN2014-12-31381357951

Form 5500 Responses for JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST

2022: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2015: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN A. BIEWER COMPANY. INC. 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3