BELL LUMBER & POLE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN
401k plan membership statisitcs for BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN
Measure | Date | Value |
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2022: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 15,329,176 |
Acturial value of plan assets | 2022-12-31 | 15,329,176 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 4,553,582 |
Number of terminated vested participants | 2022-12-31 | 42 |
Fundng target for terminated vested participants | 2022-12-31 | 1,264,542 |
Active participant vested funding target | 2022-12-31 | 4,788,358 |
Number of active participants | 2022-12-31 | 94 |
Total funding liabilities for active participants | 2022-12-31 | 4,998,653 |
Total participant count | 2022-12-31 | 176 |
Total funding target for all participants | 2022-12-31 | 10,816,777 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 477,209 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 504,458 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 49 |
Total of all active and inactive participants | 2022-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 10 |
Total participants | 2022-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7 |
2021: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 13,755,315 |
Acturial value of plan assets | 2021-12-31 | 13,755,315 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 4,106,195 |
Number of terminated vested participants | 2021-12-31 | 42 |
Fundng target for terminated vested participants | 2021-12-31 | 1,144,601 |
Active participant vested funding target | 2021-12-31 | 4,811,459 |
Number of active participants | 2021-12-31 | 97 |
Total funding liabilities for active participants | 2021-12-31 | 5,100,498 |
Total participant count | 2021-12-31 | 176 |
Total funding target for all participants | 2021-12-31 | 10,351,294 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 486,015 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 512,843 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 500,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 477,209 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 477,209 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 42 |
Total of all active and inactive participants | 2021-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 9 |
Total participants | 2021-01-01 | 176 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 10,213,900 |
Acturial value of plan assets | 2020-12-31 | 10,213,900 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 4,259,974 |
Number of terminated vested participants | 2020-12-31 | 38 |
Fundng target for terminated vested participants | 2020-12-31 | 1,172,560 |
Active participant vested funding target | 2020-12-31 | 4,285,558 |
Number of active participants | 2020-12-31 | 117 |
Total funding liabilities for active participants | 2020-12-31 | 4,589,801 |
Total participant count | 2020-12-31 | 190 |
Total funding target for all participants | 2020-12-31 | 10,022,335 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 483,779 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 511,209 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 786,929 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 757,934 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 463,484 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 271,919 |
Additional cash requirement | 2020-12-31 | 271,919 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 757,934 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 42 |
Total of all active and inactive participants | 2020-01-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 7 |
Total participants | 2020-01-01 | 176 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 8,534,669 |
Acturial value of plan assets | 2019-12-31 | 8,534,669 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 3,957,795 |
Number of terminated vested participants | 2019-12-31 | 38 |
Fundng target for terminated vested participants | 2019-12-31 | 1,410,093 |
Active participant vested funding target | 2019-12-31 | 3,561,256 |
Number of active participants | 2019-12-31 | 98 |
Total funding liabilities for active participants | 2019-12-31 | 3,855,658 |
Total participant count | 2019-12-31 | 169 |
Total funding target for all participants | 2019-12-31 | 9,223,546 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 573,868 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 607,325 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 1,022,187 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 977,947 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 382,234 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 688,877 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 494,168 |
Additional cash requirement | 2019-12-31 | 494,168 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 977,947 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 38 |
Total of all active and inactive participants | 2019-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 5 |
Total participants | 2019-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 16 |
2018: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 8,985,411 |
Acturial value of plan assets | 2018-12-31 | 8,985,411 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 3,665,646 |
Number of terminated vested participants | 2018-12-31 | 38 |
Fundng target for terminated vested participants | 2018-12-31 | 1,392,304 |
Active participant vested funding target | 2018-12-31 | 2,917,278 |
Number of active participants | 2018-12-31 | 101 |
Total funding liabilities for active participants | 2018-12-31 | 3,224,832 |
Total participant count | 2018-12-31 | 170 |
Total funding target for all participants | 2018-12-31 | 8,282,782 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 269,109 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 285,309 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 600,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 573,868 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 331,927 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 573,868 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 38 |
Total of all active and inactive participants | 2018-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 19 |
2017: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 7,640,230 |
Acturial value of plan assets | 2017-12-31 | 7,640,230 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 3,438,838 |
Number of terminated vested participants | 2017-12-31 | 30 |
Fundng target for terminated vested participants | 2017-12-31 | 1,048,632 |
Active participant vested funding target | 2017-12-31 | 2,830,017 |
Number of active participants | 2017-12-31 | 26 |
Total funding liabilities for active participants | 2017-12-31 | 3,152,760 |
Total participant count | 2017-12-31 | 188 |
Total funding target for all participants | 2017-12-31 | 7,640,230 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 279,187 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 296,469 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 701,076 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 666,276 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 397,167 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 397,167 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 397,167 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 666,276 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 38 |
Total of all active and inactive participants | 2017-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 34 |
2016: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 6,883,163 |
Acturial value of plan assets | 2016-12-31 | 6,883,163 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 3,246,313 |
Number of terminated vested participants | 2016-12-31 | 26 |
Fundng target for terminated vested participants | 2016-12-31 | 635,887 |
Active participant vested funding target | 2016-12-31 | 2,753,237 |
Number of active participants | 2016-12-31 | 128 |
Total funding liabilities for active participants | 2016-12-31 | 3,000,474 |
Total participant count | 2016-12-31 | 176 |
Total funding target for all participants | 2016-12-31 | 6,882,674 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 445,837 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 445,837 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 259,597 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 276,133 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 436,118 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 714,451 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 684,391 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 405,693 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 405,204 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 405,204 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 684,391 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 30 |
Total of all active and inactive participants | 2016-01-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 20 |
2015: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 26 |
Total of all active and inactive participants | 2015-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 19 |
2014: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 22 |
Total of all active and inactive participants | 2014-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 13 |
Measure | Date | Value |
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2022 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,580,295 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,580,295 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,544,176 |
Total loss/gain on sale of assets | 2022-12-31 | $-743,581 |
Total of all expenses incurred | 2022-12-31 | $585,641 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $529,931 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $11,199,359 |
Value of total assets at beginning of year | 2022-12-31 | $15,329,176 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $55,710 |
Total interest from all sources | 2022-12-31 | $100,506 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $69,977 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $69,977 |
Administrative expenses professional fees incurred | 2022-12-31 | $17,780 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $45,862 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $9,075 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,129,817 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,199,359 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,329,176 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $37,930 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,427,207 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $15,320,101 |
Income. Interest from corporate debt instruments | 2022-12-31 | $99,483 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $315,264 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,023 |
Asset value of US Government securities at end of year | 2022-12-31 | $2,422,737 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,390,783 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $529,931 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $5,988,289 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $7,292,820 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $8,036,401 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HARRIS & CO. PLLC |
Accountancy firm EIN | 2022-12-31 | 264022510 |
2021 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,125,529 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $554,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $527,394 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $500,000 |
Value of total assets at end of year | 2021-12-31 | $15,329,176 |
Value of total assets at beginning of year | 2021-12-31 | $13,758,066 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $27,025 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $253,937 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $253,937 |
Administrative expenses professional fees incurred | 2021-12-31 | $17,731 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $9,075 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $7,846 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,571,110 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,329,176 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,758,066 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $9,294 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $15,320,101 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,750,220 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,371,592 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $527,394 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HARRIS & CO. PLLC |
Accountancy firm EIN | 2021-12-31 | 264022510 |
2020 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,069,728 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $528,313 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $501,435 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $786,929 |
Value of total assets at end of year | 2020-12-31 | $13,758,066 |
Value of total assets at beginning of year | 2020-12-31 | $10,216,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $26,878 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $17,621 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $7,846 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $10,219 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,541,415 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,758,066 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,216,651 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $9,257 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,750,220 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,206,432 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,282,799 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $786,929 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $501,435 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HARRIS & CO. PLLC |
Accountancy firm EIN | 2020-12-31 | 264022510 |
2019 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,195,253 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $516,022 |
Total of all expenses incurred | 2019-12-31 | $516,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $488,412 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $488,412 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,022,187 |
Value of total assets at end of year | 2019-12-31 | $10,216,651 |
Value of total assets at end of year | 2019-12-31 | $10,216,651 |
Value of total assets at beginning of year | 2019-12-31 | $8,537,420 |
Value of total assets at beginning of year | 2019-12-31 | $8,537,420 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $27,610 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $27,610 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $17,547 |
Administrative expenses professional fees incurred | 2019-12-31 | $17,547 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $10,219 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $10,219 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $38,009 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $38,009 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,679,231 |
Value of net income/loss | 2019-12-31 | $1,679,231 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,216,651 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,216,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,537,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,537,420 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $10,063 |
Investment advisory and management fees | 2019-12-31 | $10,063 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,206,432 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,206,432 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,499,410 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,499,410 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,173,066 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,022,187 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $488,412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $488,412 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HARRIS & CO. PLLC |
Accountancy firm name | 2019-12-31 | HARRIS & CO. PLLC |
Accountancy firm EIN | 2019-12-31 | 264022510 |
Accountancy firm EIN | 2019-12-31 | 264022510 |
2018 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $35,878 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $486,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $478,071 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $600,000 |
Value of total assets at end of year | 2018-12-31 | $8,537,420 |
Value of total assets at beginning of year | 2018-12-31 | $8,988,162 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,549 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $4,371 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $38,009 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $36,763 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-450,742 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,537,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,988,162 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $4,178 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,499,410 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,670,861 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-564,122 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $600,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $280,538 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $478,071 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HARRIS & CO. PLLC |
Accountancy firm EIN | 2018-12-31 | 264022510 |
2017 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,785,426 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $440,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $440,417 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $701,076 |
Value of total assets at end of year | 2017-12-31 | $8,988,162 |
Value of total assets at beginning of year | 2017-12-31 | $7,643,153 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $153,456 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $153,456 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Total non interest bearing cash at end of year | 2017-12-31 | $36,763 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $35,392 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,345,009 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,988,162 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,643,153 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,670,861 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,603,596 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $930,894 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $701,076 |
Employer contributions (assets) at end of year | 2017-12-31 | $280,538 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $4,165 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $440,417 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HARRIS & CO. PLLC |
Accountancy firm EIN | 2017-12-31 | 264022510 |
2016 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
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 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,160,247 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $402,458 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $402,458 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $714,451 |
Value of total assets at end of year | 2016-12-31 | $7,643,153 |
Value of total assets at beginning of year | 2016-12-31 | $6,885,364 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $141,857 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $141,857 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Total non interest bearing cash at end of year | 2016-12-31 | $35,392 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $32,394 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $757,789 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,643,153 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,885,364 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,603,596 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,852,970 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $303,939 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $714,451 |
Employer contributions (assets) at end of year | 2016-12-31 | $4,165 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $402,458 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HARRIS & CO. PLLC |
Accountancy firm EIN | 2016-12-31 | 264022510 |
2015 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $116,546 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $378,202 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $378,202 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $270,000 |
Value of total assets at end of year | 2015-12-31 | $6,885,364 |
Value of total assets at beginning of year | 2015-12-31 | $7,147,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $121,675 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $121,675 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $2,475 |
Other income not declared elsewhere | 2015-12-31 | $2,475 |
Total non interest bearing cash at end of year | 2015-12-31 | $32,394 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $31,339 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-261,656 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,885,364 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,147,020 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,852,970 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,115,681 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-277,604 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $270,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $378,202 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HARRIS & CO. PLLC |
Accountancy firm EIN | 2015-12-31 | 264022510 |
2014 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $966,650 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $391,328 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $364,788 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $526,927 |
Value of total assets at end of year | 2014-12-31 | $7,147,020 |
Value of total assets at beginning of year | 2014-12-31 | $6,571,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $26,540 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $120,246 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $120,246 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $2,475 |
Administrative expenses (other) incurred | 2014-12-31 | $26,540 |
Total non interest bearing cash at end of year | 2014-12-31 | $31,339 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $30,086 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $575,322 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,147,020 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,571,698 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,115,681 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,541,612 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $319,477 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $526,927 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $364,788 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HARRIS & CO. PLLC |
Accountancy firm EIN | 2014-12-31 | 264022510 |