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THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 401k Plan overview

Plan NameTHE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN
Plan identification number 001

THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE BOUCHER GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE BOUCHER GROUP, INC.
Employer identification number (EIN):391607079
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN

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
0012018-01-01
0012017-01-01AL BONFIGLIO
0012016-01-01AL BONFIGLIO
0012015-01-01AL BONFIGLIO
0012014-01-01AL BONFIGLIO
0012013-01-01AL BONFIGLIO
0012012-01-01AL BONFIGLIO
0012011-01-01AL BONFIGLIO
0012010-01-01AL BONFIGLIO
0012009-01-01ALDO BONFIGLIO

Plan Statistics for THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN

401k plan membership statisitcs for THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN

Measure Date Value
2022: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,073
Total number of active participants reported on line 7a of the Form 55002022-01-01856
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01198
Total of all active and inactive participants2022-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-011,065
Number of participants with account balances2022-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01870
Total number of active participants reported on line 7a of the Form 55002021-01-01856
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01200
Total of all active and inactive participants2021-01-011,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-011,067
Number of participants with account balances2021-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,109
Total number of active participants reported on line 7a of the Form 55002020-01-01651
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01199
Total of all active and inactive participants2020-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01857
Number of participants with account balances2020-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,095
Total number of active participants reported on line 7a of the Form 55002019-01-01873
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01202
Total of all active and inactive participants2019-01-011,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-011,084
Number of participants with account balances2019-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,138
Total number of active participants reported on line 7a of the Form 55002018-01-01892
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01186
Total of all active and inactive participants2018-01-011,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,088
Number of participants with account balances2018-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,054
Total number of active participants reported on line 7a of the Form 55002017-01-01911
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01172
Total of all active and inactive participants2017-01-011,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,092
Number of participants with account balances2017-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,024
Total number of active participants reported on line 7a of the Form 55002016-01-01865
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01180
Total of all active and inactive participants2016-01-011,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,054
Number of participants with account balances2016-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01990
Total number of active participants reported on line 7a of the Form 55002015-01-01824
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01184
Total of all active and inactive participants2015-01-011,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,016
Number of participants with account balances2015-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01956
Total number of active participants reported on line 7a of the Form 55002014-01-01794
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01187
Total of all active and inactive participants2014-01-01984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01989
Number of participants with account balances2014-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01887
Total number of active participants reported on line 7a of the Form 55002013-01-01752
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01197
Total of all active and inactive participants2013-01-01952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01956
Number of participants with account balances2013-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01874
Total number of active participants reported on line 7a of the Form 55002012-01-01669
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01210
Total of all active and inactive participants2012-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01886
Number of participants with account balances2012-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01842
Total number of active participants reported on line 7a of the Form 55002011-01-01651
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01211
Total of all active and inactive participants2011-01-01864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-01873
Number of participants with account balances2011-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01743
Total number of active participants reported on line 7a of the Form 55002010-01-01586
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01222
Total of all active and inactive participants2010-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01813
Number of participants with account balances2010-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01671
Total number of active participants reported on line 7a of the Form 55002009-01-01616
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01123
Total of all active and inactive participants2009-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01743
Number of participants with account balances2009-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN

Measure Date Value
2022 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$44,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$65,566
Total income from all sources (including contributions)2022-12-31$-4,978,182
Total of all expenses incurred2022-12-31$3,288,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,235,502
Value of total corrective distributions2022-12-31$44,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,520,468
Value of total assets at end of year2022-12-31$35,925,603
Value of total assets at beginning of year2022-12-31$44,213,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,175
Total interest from all sources2022-12-31$64,714
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$473,151
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$473,151
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$2,185,627
Participant contributions at end of year2022-12-31$291,218
Participant contributions at beginning of year2022-12-31$335,400
Participant contributions at end of year2022-12-31$4,279
Participant contributions at beginning of year2022-12-31$4,237
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$52,860
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$721
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$44,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$65,566
Administrative expenses (other) incurred2022-12-31$8,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,266,407
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,881,055
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,147,462
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$24,948,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,466,570
Value of interest in pooled separate accounts at end of year2022-12-31$3,194,361
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,908,287
Interest on participant loans2022-12-31$16,895
Interest earned on other investments2022-12-31$47,819
Value of interest in common/collective trusts at end of year2022-12-31$4,783,589
Value of interest in common/collective trusts at beginning of year2022-12-31$4,770,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,702,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,726,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,903,902
Net investment gain/loss from pooled separate accounts2022-12-31$-524,934
Net investment gain or loss from common/collective trusts2022-12-31$-607,679
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$281,981
Employer contributions (assets) at end of year2022-12-31$587
Employer contributions (assets) at beginning of year2022-12-31$773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,235,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$65,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$37,952
Total income from all sources (including contributions)2021-12-31$8,107,280
Total of all expenses incurred2021-12-31$3,574,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,504,124
Value of total corrective distributions2021-12-31$65,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,268,362
Value of total assets at end of year2021-12-31$44,213,028
Value of total assets at beginning of year2021-12-31$39,652,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,463
Total interest from all sources2021-12-31$63,465
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,110,551
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$1,110,551
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Contributions received from participants2021-12-31$2,004,069
Participant contributions at end of year2021-12-31$335,400
Participant contributions at beginning of year2021-12-31$419,181
Participant contributions at end of year2021-12-31$4,237
Participant contributions at beginning of year2021-12-31$8,571
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$65,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$37,952
Administrative expenses (other) incurred2021-12-31$4,463
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$4,533,127
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,147,462
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,614,335
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$32,466,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,359,267
Value of interest in pooled separate accounts at end of year2021-12-31$3,908,287
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,209,924
Interest on participant loans2021-12-31$22,442
Interest earned on other investments2021-12-31$41,023
Value of interest in common/collective trusts at end of year2021-12-31$4,770,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,726,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,652,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,207,383
Net investment gain/loss from pooled separate accounts2021-12-31$195,352
Net investment gain or loss from common/collective trusts2021-12-31$262,167
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$264,293
Employer contributions (assets) at end of year2021-12-31$773
Employer contributions (assets) at beginning of year2021-12-31$1,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,504,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$37,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,897
Total income from all sources (including contributions)2020-12-31$7,779,482
Total of all expenses incurred2020-12-31$2,593,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,562,279
Value of total corrective distributions2020-12-31$27,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,087,051
Value of total assets at end of year2020-12-31$39,652,287
Value of total assets at beginning of year2020-12-31$34,452,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,953
Total interest from all sources2020-12-31$58,284
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$438,987
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$438,987
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$1,689,294
Participant contributions at end of year2020-12-31$419,181
Participant contributions at beginning of year2020-12-31$595,289
Participant contributions at end of year2020-12-31$8,571
Participant contributions at beginning of year2020-12-31$4,633
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$167,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$37,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$24,897
Administrative expenses (other) incurred2020-12-31$2,953
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$5,186,353
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,614,335
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,427,982
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$32,359,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,214,579
Value of interest in pooled separate accounts at end of year2020-12-31$4,209,924
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,273,292
Interest on participant loans2020-12-31$34,350
Interest earned on other investments2020-12-31$23,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,652,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,362,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,921,037
Net investment gain/loss from pooled separate accounts2020-12-31$274,123
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$230,696
Employer contributions (assets) at end of year2020-12-31$1,513
Employer contributions (assets) at beginning of year2020-12-31$813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,562,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLC
Accountancy firm EIN2020-12-31390758449
2019 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77,990
Total income from all sources (including contributions)2019-12-31$8,681,507
Total income from all sources (including contributions)2019-12-31$8,681,507
Total of all expenses incurred2019-12-31$2,208,894
Total of all expenses incurred2019-12-31$2,208,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,126,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,126,467
Value of total corrective distributions2019-12-31$77,990
Value of total corrective distributions2019-12-31$77,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,848,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,848,277
Value of total assets at end of year2019-12-31$34,452,879
Value of total assets at end of year2019-12-31$34,452,879
Value of total assets at beginning of year2019-12-31$28,033,359
Value of total assets at beginning of year2019-12-31$28,033,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,437
Total interest from all sources2019-12-31$59,634
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$441,261
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$441,261
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$441,261
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$441,261
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,512,484
Contributions received from participants2019-12-31$1,512,484
Participant contributions at end of year2019-12-31$595,289
Participant contributions at end of year2019-12-31$595,289
Participant contributions at beginning of year2019-12-31$505,694
Participant contributions at beginning of year2019-12-31$505,694
Participant contributions at end of year2019-12-31$4,633
Participant contributions at end of year2019-12-31$4,633
Participant contributions at beginning of year2019-12-31$3,668
Participant contributions at beginning of year2019-12-31$3,668
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$132,087
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$132,087
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$24,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$24,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$77,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$77,990
Administrative expenses (other) incurred2019-12-31$4,437
Administrative expenses (other) incurred2019-12-31$4,437
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$6,472,613
Value of net income/loss2019-12-31$6,472,613
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,427,982
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,427,982
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,955,369
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,955,369
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$29,214,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,214,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,227,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,227,858
Value of interest in pooled separate accounts at end of year2019-12-31$3,273,292
Value of interest in pooled separate accounts at end of year2019-12-31$3,273,292
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,919,190
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,919,190
Interest on participant loans2019-12-31$31,261
Interest on participant loans2019-12-31$31,261
Interest earned on other investments2019-12-31$28,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,362,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,362,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,374,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,374,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,007,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,007,382
Net investment gain/loss from pooled separate accounts2019-12-31$324,953
Net investment gain/loss from pooled separate accounts2019-12-31$324,953
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$203,706
Contributions received in cash from employer2019-12-31$203,706
Employer contributions (assets) at end of year2019-12-31$813
Employer contributions (assets) at end of year2019-12-31$813
Employer contributions (assets) at beginning of year2019-12-31$633
Employer contributions (assets) at beginning of year2019-12-31$633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,126,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,126,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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 name2019-12-31WIPFLI LLP
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$77,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$135,058
Total income from all sources (including contributions)2018-12-31$-98,027
Total of all expenses incurred2018-12-31$1,939,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,812,520
Value of total corrective distributions2018-12-31$122,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,639,627
Value of total assets at end of year2018-12-31$28,033,359
Value of total assets at beginning of year2018-12-31$30,127,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,620
Total interest from all sources2018-12-31$48,758
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$445,929
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$445,929
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$1,434,331
Participant contributions at end of year2018-12-31$505,694
Participant contributions at beginning of year2018-12-31$464,291
Participant contributions at end of year2018-12-31$3,668
Participant contributions at beginning of year2018-12-31$13,123
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$34,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$77,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$135,058
Administrative expenses (other) incurred2018-12-31$4,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,037,390
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,955,369
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,992,759
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,227,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,176,325
Value of interest in pooled separate accounts at end of year2018-12-31$2,919,190
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,119,784
Interest on participant loans2018-12-31$30,894
Interest earned on other investments2018-12-31$17,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,374,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,351,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,169,130
Net investment gain/loss from pooled separate accounts2018-12-31$-63,211
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$170,871
Employer contributions (assets) at end of year2018-12-31$633
Employer contributions (assets) at beginning of year2018-12-31$2,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,812,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$135,058
Total income from all sources (including contributions)2017-12-31$6,023,949
Total of all expenses incurred2017-12-31$1,957,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,954,393
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,881,774
Value of total assets at end of year2017-12-31$30,127,817
Value of total assets at beginning of year2017-12-31$25,926,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,514
Total interest from all sources2017-12-31$50,944
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$369,522
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$369,522
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$1,402,274
Participant contributions at end of year2017-12-31$464,291
Participant contributions at beginning of year2017-12-31$527,435
Participant contributions at end of year2017-12-31$13,123
Participant contributions at beginning of year2017-12-31$16,746
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$281,276
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$135,058
Administrative expenses (other) incurred2017-12-31$3,514
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$4,066,042
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,992,759
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,926,717
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,176,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,259,368
Value of interest in pooled separate accounts at end of year2017-12-31$3,119,784
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,967,705
Interest on participant loans2017-12-31$28,021
Interest earned on other investments2017-12-31$22,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,351,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,152,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,519,058
Net investment gain/loss from pooled separate accounts2017-12-31$202,651
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$198,224
Employer contributions (assets) at end of year2017-12-31$2,064
Employer contributions (assets) at beginning of year2017-12-31$2,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,954,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$104,546
Total income from all sources (including contributions)2016-12-31$3,618,271
Total of all expenses incurred2016-12-31$854,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$747,193
Value of total corrective distributions2016-12-31$104,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,593,372
Value of total assets at end of year2016-12-31$25,926,717
Value of total assets at beginning of year2016-12-31$23,267,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,075
Total interest from all sources2016-12-31$46,666
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$260,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$260,811
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,363,716
Participant contributions at end of year2016-12-31$527,435
Participant contributions at beginning of year2016-12-31$442,878
Participant contributions at end of year2016-12-31$16,746
Participant contributions at beginning of year2016-12-31$16,798
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$148,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$799
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$104,546
Administrative expenses (other) incurred2016-12-31$3,075
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,763,457
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,926,717
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,163,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,259,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,859,860
Value of interest in pooled separate accounts at end of year2016-12-31$2,967,705
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,770,148
Interest on participant loans2016-12-31$25,029
Interest earned on other investments2016-12-31$21,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,152,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,174,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,542,424
Net investment gain/loss from pooled separate accounts2016-12-31$174,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$80,849
Employer contributions (assets) at end of year2016-12-31$2,530
Employer contributions (assets) at beginning of year2016-12-31$2,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$747,193
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$104,546
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$72,009
Total income from all sources (including contributions)2015-12-31$1,464,508
Total of all expenses incurred2015-12-31$1,738,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,631,376
Value of total corrective distributions2015-12-31$104,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,489,700
Value of total assets at end of year2015-12-31$23,267,806
Value of total assets at beginning of year2015-12-31$23,509,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,586
Total interest from all sources2015-12-31$41,094
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$233,597
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$233,597
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$1,323,566
Participant contributions at end of year2015-12-31$442,878
Participant contributions at beginning of year2015-12-31$457,002
Participant contributions at end of year2015-12-31$16,798
Participant contributions at beginning of year2015-12-31$102,438
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$104,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$72,009
Administrative expenses (other) incurred2015-12-31$2,586
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$63,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-273,999
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,163,260
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,437,259
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$17,859,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,374,639
Value of interest in pooled separate accounts at end of year2015-12-31$2,770,148
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,904,410
Interest on participant loans2015-12-31$22,484
Interest earned on other investments2015-12-31$18,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,174,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,589,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-262,790
Net investment gain/loss from pooled separate accounts2015-12-31$-37,093
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$145,675
Employer contributions (assets) at end of year2015-12-31$2,494
Employer contributions (assets) at beginning of year2015-12-31$15,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,631,376
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$72,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,065
Total income from all sources (including contributions)2014-12-31$2,738,946
Total of all expenses incurred2014-12-31$2,133,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,050,256
Expenses. Certain deemed distributions of participant loans2014-12-31$9,298
Value of total corrective distributions2014-12-31$72,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,418,132
Value of total assets at end of year2014-12-31$23,509,268
Value of total assets at beginning of year2014-12-31$22,850,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,393
Total interest from all sources2014-12-31$41,434
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$246,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$246,761
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$1,224,769
Participant contributions at end of year2014-12-31$457,002
Participant contributions at beginning of year2014-12-31$499,731
Participant contributions at end of year2014-12-31$102,438
Participant contributions at beginning of year2014-12-31$81,546
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$72,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$18,065
Administrative expenses (other) incurred2014-12-31$2,393
Total non interest bearing cash at end of year2014-12-31$63,679
Total non interest bearing cash at beginning of year2014-12-31$54,803
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$604,990
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,437,259
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,832,269
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$18,374,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,881,990
Value of interest in pooled separate accounts at end of year2014-12-31$2,904,410
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,225,749
Interest on participant loans2014-12-31$24,385
Interest earned on other investments2014-12-31$17,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,589,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,091,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$891,592
Net investment gain/loss from pooled separate accounts2014-12-31$141,027
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$175,495
Employer contributions (assets) at end of year2014-12-31$15,561
Employer contributions (assets) at beginning of year2014-12-31$12,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,050,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,225,314
Total of all expenses incurred2013-12-31$1,497,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,471,004
Expenses. Certain deemed distributions of participant loans2013-12-31$6,306
Value of total corrective distributions2013-12-31$18,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,292,887
Value of total assets at end of year2013-12-31$22,850,334
Value of total assets at beginning of year2013-12-31$19,104,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,143
Total interest from all sources2013-12-31$53,278
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$200,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$200,615
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,107,031
Participant contributions at end of year2013-12-31$499,731
Participant contributions at beginning of year2013-12-31$563,925
Participant contributions at end of year2013-12-31$81,546
Participant contributions at beginning of year2013-12-31$76,219
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,752
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$18,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$2,143
Total non interest bearing cash at end of year2013-12-31$54,803
Total non interest bearing cash at beginning of year2013-12-31$47,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,727,796
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,832,269
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,104,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,881,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,278,215
Value of interest in pooled separate accounts at end of year2013-12-31$3,225,749
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,989,210
Interest on participant loans2013-12-31$27,155
Interest earned on other investments2013-12-31$26,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,091,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,135,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,579,735
Net investment gain/loss from pooled separate accounts2013-12-31$98,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$161,104
Employer contributions (assets) at end of year2013-12-31$12,710
Employer contributions (assets) at beginning of year2013-12-31$11,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,471,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,457,008
Total of all expenses incurred2012-12-31$1,060,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,058,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,360,964
Value of total assets at end of year2012-12-31$19,104,473
Value of total assets at beginning of year2012-12-31$16,708,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,473
Total interest from all sources2012-12-31$62,470
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$181,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$181,731
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,084,090
Participant contributions at end of year2012-12-31$563,925
Participant contributions at beginning of year2012-12-31$537,043
Participant contributions at end of year2012-12-31$76,219
Participant contributions at beginning of year2012-12-31$77,765
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$116,386
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,696
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,681
Administrative expenses (other) incurred2012-12-31$2,473
Total non interest bearing cash at end of year2012-12-31$47,203
Total non interest bearing cash at beginning of year2012-12-31$40,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,396,396
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,104,473
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,708,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,278,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,328,998
Value of interest in pooled separate accounts at end of year2012-12-31$2,989,210
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,624,497
Interest on participant loans2012-12-31$29,246
Interest earned on other investments2012-12-31$33,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,135,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,083,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,616,484
Net investment gain/loss from pooled separate accounts2012-12-31$235,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$160,488
Employer contributions (assets) at end of year2012-12-31$11,496
Employer contributions (assets) at beginning of year2012-12-31$12,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,058,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$913
Total income from all sources (including contributions)2011-12-31$1,347,547
Total of all expenses incurred2011-12-31$1,144,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,140,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,238,560
Value of total assets at end of year2011-12-31$16,708,077
Value of total assets at beginning of year2011-12-31$16,506,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,315
Total interest from all sources2011-12-31$75,579
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$102,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$102,519
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,064,773
Participant contributions at end of year2011-12-31$537,043
Participant contributions at beginning of year2011-12-31$465,267
Participant contributions at end of year2011-12-31$77,765
Participant contributions at beginning of year2011-12-31$81,929
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$913
Administrative expenses (other) incurred2011-12-31$4,315
Total non interest bearing cash at end of year2011-12-31$40,939
Total non interest bearing cash at beginning of year2011-12-31$31,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$202,582
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,708,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,505,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,328,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$2,624,497
Value of interest in pooled separate accounts at beginning of year2011-12-31$13,700,596
Interest on participant loans2011-12-31$26,296
Interest earned on other investments2011-12-31$49,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,083,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,212,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,139,047
Net investment gain/loss from pooled separate accounts2011-12-31$1,069,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$158,837
Employer contributions (assets) at end of year2011-12-31$12,186
Employer contributions (assets) at beginning of year2011-12-31$12,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,140,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,276
Total income from all sources (including contributions)2010-12-31$3,231,654
Total of all expenses incurred2010-12-31$1,024,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,019,552
Expenses. Certain deemed distributions of participant loans2010-12-31$1,757
Value of total corrective distributions2010-12-31$912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,219,080
Value of total assets at end of year2010-12-31$16,506,408
Value of total assets at beginning of year2010-12-31$14,322,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,025
Total interest from all sources2010-12-31$95,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,042,463
Participant contributions at end of year2010-12-31$465,267
Participant contributions at beginning of year2010-12-31$489,609
Participant contributions at end of year2010-12-31$81,929
Participant contributions at beginning of year2010-12-31$77,717
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$23,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$2,025
Total non interest bearing cash at end of year2010-12-31$31,521
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,207,408
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,505,495
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,298,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$13,700,596
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,493,056
Interest on participant loans2010-12-31$32,513
Interest earned on other investments2010-12-31$63,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,212,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,250,103
Net investment gain/loss from pooled separate accounts2010-12-31$1,916,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$152,692
Employer contributions (assets) at end of year2010-12-31$12,244
Employer contributions (assets) at beginning of year2010-12-31$11,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,019,552
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$24,276
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863
2009 : THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN

2022: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberJK60787
Policy instance 2
Insurance contract or identification numberJK60787
Number of Individuals Covered538
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60787
Policy instance 1
Insurance contract or identification numberJK60787
Number of Individuals Covered538
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberJK60787
Policy instance 2
Insurance contract or identification numberJK60787
Number of Individuals Covered552
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60787
Policy instance 1
Insurance contract or identification numberJK60787
Number of Individuals Covered552
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberJK60787
Policy instance 2
Insurance contract or identification numberJK60787
Number of Individuals Covered556
Insurance policy start date2020-11-11
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60787
Policy instance 1
Insurance contract or identification numberJK60787
Number of Individuals Covered556
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60787
Policy instance 1
Insurance contract or identification numberJK60787
Number of Individuals Covered540
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60787
Policy instance 1
Insurance contract or identification numberJK60787
Number of Individuals Covered525
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60787
Policy instance 1
Insurance contract or identification numberJK60787
Number of Individuals Covered530
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60787
Policy instance 1
Insurance contract or identification numberJK60787
Number of Individuals Covered516
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60787
Policy instance 1
Insurance contract or identification numberJK60787
Number of Individuals Covered514
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60787
Policy instance 1
Insurance contract or identification numberJK60787
Number of Individuals Covered526
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60787
Policy instance 1
Insurance contract or identification numberJK60787
Number of Individuals Covered541
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK60787
Policy instance 1
Insurance contract or identification numberJK60787
Number of Individuals Covered813
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,381
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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