GUNDERSON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GUNDERSON, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for GUNDERSON, INC. 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2014 : GUNDERSON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2014-11-30 | $2,153 |
Total unrealized appreciation/depreciation of assets | 2014-11-30 | $2,153 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-30 | $0 |
Total income from all sources (including contributions) | 2014-11-30 | $225,436 |
Total loss/gain on sale of assets | 2014-11-30 | $956 |
Total of all expenses incurred | 2014-11-30 | $418,279 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-11-30 | $401,085 |
Value of total corrective distributions | 2014-11-30 | $3,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-11-30 | $76,730 |
Value of total assets at end of year | 2014-11-30 | $1,778,983 |
Value of total assets at beginning of year | 2014-11-30 | $1,971,826 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-11-30 | $13,776 |
Total interest from all sources | 2014-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-11-30 | $95,697 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-11-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-11-30 | $95,697 |
Assets. Real estate other than employer real property at end of year | 2014-11-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-11-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-11-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-11-30 | $0 |
Was this plan covered by a fidelity bond | 2014-11-30 | Yes |
Value of fidelity bond cover | 2014-11-30 | $230,000 |
If this is an individual account plan, was there a blackout period | 2014-11-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-11-30 | No |
Contributions received from participants | 2014-11-30 | $65,345 |
Participant contributions at end of year | 2014-11-30 | $0 |
Participant contributions at beginning of year | 2014-11-30 | $0 |
Participant contributions at end of year | 2014-11-30 | $0 |
Participant contributions at beginning of year | 2014-11-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-11-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-11-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-11-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-11-30 | $0 |
Liabilities. Value of operating payables at end of year | 2014-11-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-11-30 | $0 |
Total non interest bearing cash at end of year | 2014-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2014-11-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-30 | No |
Value of net income/loss | 2014-11-30 | $-192,843 |
Value of net assets at end of year (total assets less liabilities) | 2014-11-30 | $1,778,983 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-11-30 | $1,971,826 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-11-30 | No |
Assets. partnership/joint venture interests at end of year | 2014-11-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-11-30 | $0 |
Investment advisory and management fees | 2014-11-30 | $9,637 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-11-30 | $1,670,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-11-30 | $1,856,936 |
Value of interest in master investment trust accounts at end of year | 2014-11-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-11-30 | $0 |
Value of interest in common/collective trusts at end of year | 2014-11-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-11-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-11-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-11-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-11-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-11-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-11-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-11-30 | $108,483 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-11-30 | $114,890 |
Asset value of US Government securities at end of year | 2014-11-30 | $0 |
Asset value of US Government securities at beginning of year | 2014-11-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-11-30 | $49,900 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-11-30 | No |
Assets. Invements in employer securities at end of year | 2014-11-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-11-30 | $0 |
Assets. Value of employer real property at end of year | 2014-11-30 | $0 |
Assets. Value of employer real property at beginning of year | 2014-11-30 | $0 |
Contributions received in cash from employer | 2014-11-30 | $11,385 |
Employer contributions (assets) at end of year | 2014-11-30 | $0 |
Employer contributions (assets) at beginning of year | 2014-11-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-11-30 | $401,085 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-11-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-11-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-11-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-11-30 | $0 |
Contract administrator fees | 2014-11-30 | $4,139 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-11-30 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-11-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-11-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2014-11-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-11-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-11-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-11-30 | $0 |
Did the plan have assets held for investment | 2014-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-11-30 | No |
Aggregate proceeds on sale of assets | 2014-11-30 | $555,961 |
Aggregate carrying amount (costs) on sale of assets | 2014-11-30 | $555,005 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-11-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-11-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-11-30 | Disclaimer |
Accountancy firm name | 2014-11-30 | ENDRIES, OTTO & CALMES LLC |
Accountancy firm EIN | 2014-11-30 | 391829828 |
2013 : GUNDERSON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-11-30 | $2,567 |
Total unrealized appreciation/depreciation of assets | 2013-11-30 | $2,567 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $0 |
Total income from all sources (including contributions) | 2013-11-30 | $473,193 |
Total loss/gain on sale of assets | 2013-11-30 | $13,271 |
Total of all expenses incurred | 2013-11-30 | $48,002 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-11-30 | $34,752 |
Value of total corrective distributions | 2013-11-30 | $1,208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-11-30 | $75,530 |
Value of total assets at end of year | 2013-11-30 | $1,971,826 |
Value of total assets at beginning of year | 2013-11-30 | $1,546,635 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-11-30 | $12,042 |
Total interest from all sources | 2013-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-11-30 | $65,329 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-11-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-11-30 | $65,329 |
Assets. Real estate other than employer real property at end of year | 2013-11-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-11-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-11-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-11-30 | $0 |
Was this plan covered by a fidelity bond | 2013-11-30 | Yes |
Value of fidelity bond cover | 2013-11-30 | $150,000 |
If this is an individual account plan, was there a blackout period | 2013-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-11-30 | No |
Contributions received from participants | 2013-11-30 | $63,292 |
Participant contributions at end of year | 2013-11-30 | $0 |
Participant contributions at beginning of year | 2013-11-30 | $0 |
Participant contributions at end of year | 2013-11-30 | $0 |
Participant contributions at beginning of year | 2013-11-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-11-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-11-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-11-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-11-30 | $0 |
Liabilities. Value of operating payables at end of year | 2013-11-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-11-30 | $0 |
Total non interest bearing cash at end of year | 2013-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2013-11-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-30 | No |
Value of net income/loss | 2013-11-30 | $425,191 |
Value of net assets at end of year (total assets less liabilities) | 2013-11-30 | $1,971,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-11-30 | $1,546,635 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-11-30 | No |
Assets. partnership/joint venture interests at end of year | 2013-11-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-11-30 | $0 |
Investment advisory and management fees | 2013-11-30 | $8,373 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-11-30 | $1,856,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-11-30 | $1,438,454 |
Value of interest in master investment trust accounts at end of year | 2013-11-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-11-30 | $0 |
Value of interest in common/collective trusts at end of year | 2013-11-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-11-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-11-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-11-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-11-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-11-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-11-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-11-30 | $114,890 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-11-30 | $108,181 |
Asset value of US Government securities at end of year | 2013-11-30 | $0 |
Asset value of US Government securities at beginning of year | 2013-11-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-11-30 | $316,496 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-11-30 | No |
Assets. Invements in employer securities at end of year | 2013-11-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-11-30 | $0 |
Assets. Value of employer real property at end of year | 2013-11-30 | $0 |
Assets. Value of employer real property at beginning of year | 2013-11-30 | $0 |
Contributions received in cash from employer | 2013-11-30 | $12,238 |
Employer contributions (assets) at end of year | 2013-11-30 | $0 |
Employer contributions (assets) at beginning of year | 2013-11-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-11-30 | $34,752 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-11-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-11-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-11-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-11-30 | $0 |
Contract administrator fees | 2013-11-30 | $3,669 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-11-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-11-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-11-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-11-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-11-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-11-30 | $0 |
Did the plan have assets held for investment | 2013-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-11-30 | No |
Aggregate proceeds on sale of assets | 2013-11-30 | $162,046 |
Aggregate carrying amount (costs) on sale of assets | 2013-11-30 | $148,775 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-11-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-11-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-11-30 | Disclaimer |
Accountancy firm name | 2013-11-30 | ENDRIES, OTTO & CALMES, LLC |
Accountancy firm EIN | 2013-11-30 | 391829828 |
2012 : GUNDERSON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-11-30 | $2,127 |
Total unrealized appreciation/depreciation of assets | 2012-11-30 | $2,127 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $0 |
Total income from all sources (including contributions) | 2012-11-30 | $264,082 |
Total loss/gain on sale of assets | 2012-11-30 | $10,864 |
Total of all expenses incurred | 2012-11-30 | $216,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-11-30 | $199,965 |
Value of total corrective distributions | 2012-11-30 | $6,294 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-11-30 | $82,384 |
Value of total assets at end of year | 2012-11-30 | $1,546,635 |
Value of total assets at beginning of year | 2012-11-30 | $1,499,533 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-11-30 | $10,721 |
Total interest from all sources | 2012-11-30 | $37 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-11-30 | $51,256 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-11-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-11-30 | $51,256 |
Assets. Real estate other than employer real property at end of year | 2012-11-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2012-11-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-11-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-11-30 | $0 |
Was this plan covered by a fidelity bond | 2012-11-30 | Yes |
Value of fidelity bond cover | 2012-11-30 | $150,000 |
If this is an individual account plan, was there a blackout period | 2012-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-11-30 | No |
Contributions received from participants | 2012-11-30 | $69,244 |
Participant contributions at end of year | 2012-11-30 | $0 |
Participant contributions at beginning of year | 2012-11-30 | $0 |
Participant contributions at end of year | 2012-11-30 | $0 |
Participant contributions at beginning of year | 2012-11-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2012-11-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-11-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2012-11-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2012-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-11-30 | $0 |
Liabilities. Value of operating payables at end of year | 2012-11-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-11-30 | $0 |
Total non interest bearing cash at end of year | 2012-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2012-11-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
Value of net income/loss | 2012-11-30 | $47,102 |
Value of net assets at end of year (total assets less liabilities) | 2012-11-30 | $1,546,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-11-30 | $1,499,533 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-11-30 | No |
Assets. partnership/joint venture interests at end of year | 2012-11-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2012-11-30 | $0 |
Investment advisory and management fees | 2012-11-30 | $7,496 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-11-30 | $1,438,454 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-11-30 | $1,469,073 |
Interest earned on other investments | 2012-11-30 | $37 |
Value of interest in master investment trust accounts at end of year | 2012-11-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-11-30 | $0 |
Value of interest in common/collective trusts at end of year | 2012-11-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-11-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-11-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-11-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-11-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-11-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-11-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-11-30 | $108,181 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-11-30 | $30,460 |
Asset value of US Government securities at end of year | 2012-11-30 | $0 |
Asset value of US Government securities at beginning of year | 2012-11-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-11-30 | $117,414 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-11-30 | No |
Assets. Invements in employer securities at end of year | 2012-11-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-11-30 | $0 |
Assets. Value of employer real property at end of year | 2012-11-30 | $0 |
Assets. Value of employer real property at beginning of year | 2012-11-30 | $0 |
Contributions received in cash from employer | 2012-11-30 | $13,140 |
Employer contributions (assets) at end of year | 2012-11-30 | $0 |
Employer contributions (assets) at beginning of year | 2012-11-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-11-30 | $199,965 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-11-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-11-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-11-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-11-30 | $0 |
Contract administrator fees | 2012-11-30 | $3,225 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-11-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-11-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2012-11-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-11-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-11-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-11-30 | $0 |
Did the plan have assets held for investment | 2012-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-11-30 | No |
Aggregate proceeds on sale of assets | 2012-11-30 | $347,779 |
Aggregate carrying amount (costs) on sale of assets | 2012-11-30 | $336,915 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-11-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-11-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-11-30 | Disclaimer |
Accountancy firm name | 2012-11-30 | ENDRIES, OTTO & CALMES, LLC |
Accountancy firm EIN | 2012-11-30 | 391829828 |
2011 : GUNDERSON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-30 | $0 |
Total income from all sources (including contributions) | 2011-11-30 | $134,410 |
Total loss/gain on sale of assets | 2011-11-30 | $0 |
Total of all expenses incurred | 2011-11-30 | $28,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-11-30 | $15,901 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-11-30 | $98,890 |
Value of total assets at end of year | 2011-11-30 | $1,499,533 |
Value of total assets at beginning of year | 2011-11-30 | $1,393,223 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-11-30 | $12,199 |
Total interest from all sources | 2011-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-11-30 | $22,465 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-11-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-11-30 | $22,465 |
Assets. Real estate other than employer real property at end of year | 2011-11-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-11-30 | $0 |
Was this plan covered by a fidelity bond | 2011-11-30 | Yes |
Value of fidelity bond cover | 2011-11-30 | $150,000 |
If this is an individual account plan, was there a blackout period | 2011-11-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-11-30 | No |
Contributions received from participants | 2011-11-30 | $87,002 |
Participant contributions at end of year | 2011-11-30 | $0 |
Participant contributions at end of year | 2011-11-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2011-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-11-30 | $-35 |
Assets. Loans (other than to participants) at end of year | 2011-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-11-30 | $0 |
Administrative expenses (other) incurred | 2011-11-30 | $8,153 |
Liabilities. Value of operating payables at end of year | 2011-11-30 | $0 |
Total non interest bearing cash at end of year | 2011-11-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
Value of net income/loss | 2011-11-30 | $106,310 |
Value of net assets at end of year (total assets less liabilities) | 2011-11-30 | $1,499,533 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-11-30 | $1,393,223 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-11-30 | No |
Assets. partnership/joint venture interests at end of year | 2011-11-30 | $0 |
Investment advisory and management fees | 2011-11-30 | $2,305 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-11-30 | $1,469,073 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-11-30 | $1,367,521 |
Value of interest in master investment trust accounts at end of year | 2011-11-30 | $0 |
Value of interest in common/collective trusts at end of year | 2011-11-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-11-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-11-30 | $25,737 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-11-30 | $25,737 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-11-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-11-30 | $30,460 |
Asset value of US Government securities at end of year | 2011-11-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-11-30 | $13,055 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-11-30 | No |
Assets. Invements in employer securities at end of year | 2011-11-30 | $0 |
Assets. Value of employer real property at end of year | 2011-11-30 | $0 |
Contributions received in cash from employer | 2011-11-30 | $11,888 |
Employer contributions (assets) at end of year | 2011-11-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-11-30 | $15,901 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-11-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-11-30 | $0 |
Contract administrator fees | 2011-11-30 | $1,741 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-11-30 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-11-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2011-11-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-11-30 | $0 |
Did the plan have assets held for investment | 2011-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-11-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2011-11-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-11-30 | Disclaimer |
Accountancy firm name | 2011-11-30 | ENDRIES, OTTO & CALMES, LLC |
Accountancy firm EIN | 2011-11-30 | 391829828 |