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BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameBELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BELL LUMBER & POLE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BELL LUMBER & POLE COMPANY
Employer identification number (EIN):410144340
NAIC Classification:321110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT 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
0012017-01-01PATRICK TYMKIW
0012016-01-01PATRICK TYMKIW
0012015-01-01PATRICK TYMKIW
0012014-01-01PATRICK TYMKIW
0012013-01-01PATRICK TYMKIW2014-07-21 PATRICK TYMKIW2014-07-21
0012012-01-01PATRICK TYMKIW2013-09-17 PATRICK TYMKIW2013-09-17
0012011-01-01PATRICK TYMKIW2012-10-15
0012010-01-01PATRICK TYMKIW2011-07-15 PATRICK TYMKIW2011-07-15

Plan Statistics for BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3115,329,176
Acturial value of plan assets2022-12-3115,329,176
Funding target for retired participants and beneficiaries receiving payment2022-12-314,553,582
Number of terminated vested participants2022-12-3142
Fundng target for terminated vested participants2022-12-311,264,542
Active participant vested funding target2022-12-314,788,358
Number of active participants2022-12-3194
Total funding liabilities for active participants2022-12-314,998,653
Total participant count2022-12-31176
Total funding target for all participants2022-12-3110,816,777
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31477,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31504,458
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01176
Total number of active participants reported on line 7a of the Form 55002022-01-0179
Number of retired or separated participants receiving benefits2022-01-0130
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3113,755,315
Acturial value of plan assets2021-12-3113,755,315
Funding target for retired participants and beneficiaries receiving payment2021-12-314,106,195
Number of terminated vested participants2021-12-3142
Fundng target for terminated vested participants2021-12-311,144,601
Active participant vested funding target2021-12-314,811,459
Number of active participants2021-12-3197
Total funding liabilities for active participants2021-12-315,100,498
Total participant count2021-12-31176
Total funding target for all participants2021-12-3110,351,294
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31486,015
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31512,843
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31500,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31477,209
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31477,209
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01176
Total number of active participants reported on line 7a of the Form 55002021-01-0194
Number of retired or separated participants receiving benefits2021-01-0131
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3110,213,900
Acturial value of plan assets2020-12-3110,213,900
Funding target for retired participants and beneficiaries receiving payment2020-12-314,259,974
Number of terminated vested participants2020-12-3138
Fundng target for terminated vested participants2020-12-311,172,560
Active participant vested funding target2020-12-314,285,558
Number of active participants2020-12-31117
Total funding liabilities for active participants2020-12-314,589,801
Total participant count2020-12-31190
Total funding target for all participants2020-12-3110,022,335
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31483,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31511,209
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31786,929
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31757,934
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31463,484
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31271,919
Additional cash requirement2020-12-31271,919
Contributions allocatedtoward minimum required contributions for current year2020-12-31757,934
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01190
Total number of active participants reported on line 7a of the Form 55002020-01-0197
Number of retired or separated participants receiving benefits2020-01-0130
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-318,534,669
Acturial value of plan assets2019-12-318,534,669
Funding target for retired participants and beneficiaries receiving payment2019-12-313,957,795
Number of terminated vested participants2019-12-3138
Fundng target for terminated vested participants2019-12-311,410,093
Active participant vested funding target2019-12-313,561,256
Number of active participants2019-12-3198
Total funding liabilities for active participants2019-12-313,855,658
Total participant count2019-12-31169
Total funding target for all participants2019-12-319,223,546
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31573,868
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31607,325
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,022,187
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31977,947
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31382,234
Net shortfall amortization installment of oustanding balance2019-12-31688,877
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31494,168
Additional cash requirement2019-12-31494,168
Contributions allocatedtoward minimum required contributions for current year2019-12-31977,947
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-0182
Number of retired or separated participants receiving benefits2019-01-0130
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-318,985,411
Acturial value of plan assets2018-12-318,985,411
Funding target for retired participants and beneficiaries receiving payment2018-12-313,665,646
Number of terminated vested participants2018-12-3138
Fundng target for terminated vested participants2018-12-311,392,304
Active participant vested funding target2018-12-312,917,278
Number of active participants2018-12-31101
Total funding liabilities for active participants2018-12-313,224,832
Total participant count2018-12-31170
Total funding target for all participants2018-12-318,282,782
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31269,109
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31285,309
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31600,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31573,868
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31331,927
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31573,868
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01170
Total number of active participants reported on line 7a of the Form 55002018-01-0179
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-317,640,230
Acturial value of plan assets2017-12-317,640,230
Funding target for retired participants and beneficiaries receiving payment2017-12-313,438,838
Number of terminated vested participants2017-12-3130
Fundng target for terminated vested participants2017-12-311,048,632
Active participant vested funding target2017-12-312,830,017
Number of active participants2017-12-3126
Total funding liabilities for active participants2017-12-313,152,760
Total participant count2017-12-31188
Total funding target for all participants2017-12-317,640,230
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31279,187
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31296,469
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31701,076
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31666,276
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31397,167
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31397,167
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31397,167
Contributions allocatedtoward minimum required contributions for current year2017-12-31666,276
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01158
Total number of active participants reported on line 7a of the Form 55002017-01-0186
Number of retired or separated participants receiving benefits2017-01-0128
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-316,883,163
Acturial value of plan assets2016-12-316,883,163
Funding target for retired participants and beneficiaries receiving payment2016-12-313,246,313
Number of terminated vested participants2016-12-3126
Fundng target for terminated vested participants2016-12-31635,887
Active participant vested funding target2016-12-312,753,237
Number of active participants2016-12-31128
Total funding liabilities for active participants2016-12-313,000,474
Total participant count2016-12-31176
Total funding target for all participants2016-12-316,882,674
Balance at beginning of prior year after applicable adjustments2016-12-31445,837
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31445,837
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31259,597
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31276,133
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-31436,118
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31714,451
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31684,391
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31405,693
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31405,204
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31405,204
Contributions allocatedtoward minimum required contributions for current year2016-12-31684,391
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01176
Total number of active participants reported on line 7a of the Form 55002016-01-01102
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01159
Total number of active participants reported on line 7a of the Form 55002015-01-0192
Number of retired or separated participants receiving benefits2015-01-0120
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-0177
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113

Financial Data on BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,580,295
Total unrealized appreciation/depreciation of assets2022-12-31$-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 assets2022-12-31$-743,581
Total of all expenses incurred2022-12-31$585,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$529,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$11,199,359
Value of total assets at beginning of year2022-12-31$15,329,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,710
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$69,977
Administrative expenses professional fees incurred2022-12-31$17,780
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$45,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$9,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
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
Investment advisory and management fees2022-12-31$37,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,427,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,320,101
Income. Interest from corporate debt instruments2022-12-31$99,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$315,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 year2022-12-31$2,422,737
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,390,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$529,931
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$5,988,289
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$7,292,820
Aggregate carrying amount (costs) on sale of assets2022-12-31$8,036,401
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HARRIS & CO. PLLC
Accountancy firm EIN2022-12-31264022510
2021 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,125,529
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$554,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$15,329,176
Value of total assets at beginning of year2021-12-31$13,758,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,025
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$253,937
Administrative expenses professional fees incurred2021-12-31$17,731
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$9,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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
Investment advisory and management fees2021-12-31$9,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,320,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$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 assets2021-12-31Yes
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$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$527,394
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 name2021-12-31HARRIS & CO. PLLC
Accountancy firm EIN2021-12-31264022510
2020 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,069,728
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$528,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$13,758,066
Value of total assets at beginning of year2020-12-31$10,216,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,878
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$17,621
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$9,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,750,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$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 assets2020-12-31Yes
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$786,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$501,435
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 name2020-12-31HARRIS & CO. PLLC
Accountancy firm EIN2020-12-31264022510
2019 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$516,022
Total of all expenses incurred2019-12-31$516,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$488,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$10,216,651
Value of total assets at end of year2019-12-31$10,216,651
Value of total assets at beginning of year2019-12-31$8,537,420
Value of total assets at beginning of year2019-12-31$8,537,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,610
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$17,547
Administrative expenses professional fees incurred2019-12-31$17,547
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$10,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$10,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$38,009
Total non interest bearing cash at beginning of year2019-12-31$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 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$1,679,231
Value of net income/loss2019-12-31$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)2019-12-31No
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
Investment advisory and management fees2019-12-31$10,063
Investment advisory and management fees2019-12-31$10,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,206,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,206,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,499,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$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 assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$1,022,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$488,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$488,412
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
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 name2019-12-31HARRIS & CO. PLLC
Accountancy firm name2019-12-31HARRIS & CO. PLLC
Accountancy firm EIN2019-12-31264022510
Accountancy firm EIN2019-12-31264022510
2018 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$35,878
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$486,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$8,537,420
Value of total assets at beginning of year2018-12-31$8,988,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,549
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,371
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$38,009
Total non interest bearing cash at beginning of year2018-12-31$36,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,499,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,670,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-564,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$600,000
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$280,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$478,071
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 name2018-12-31HARRIS & CO. PLLC
Accountancy firm EIN2018-12-31264022510
2017 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,785,426
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$440,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$8,988,162
Value of total assets at beginning of year2017-12-31$7,643,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$153,456
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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
Total non interest bearing cash at end of year2017-12-31$36,763
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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$8,670,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$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 assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$701,076
Employer contributions (assets) at end of year2017-12-31$280,538
Employer contributions (assets) at beginning of year2017-12-31$4,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$440,417
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 name2017-12-31HARRIS & CO. PLLC
Accountancy firm EIN2017-12-31264022510
2016 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$402,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$7,643,153
Value of total assets at beginning of year2016-12-31$6,885,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$141,857
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
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
Total non interest bearing cash at end of year2016-12-31$35,392
Total non interest bearing cash at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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$7,603,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$714,451
Employer contributions (assets) at end of year2016-12-31$4,165
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$402,458
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 name2016-12-31HARRIS & CO. PLLC
Accountancy firm EIN2016-12-31264022510
2015 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$116,546
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$378,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$6,885,364
Value of total assets at beginning of year2015-12-31$7,147,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$121,675
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
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-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$2,475
Other income not declared elsewhere2015-12-31$2,475
Total non interest bearing cash at end of year2015-12-31$32,394
Total non interest bearing cash at beginning of year2015-12-31$31,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
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$6,852,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,115,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-277,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$270,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$378,202
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 name2015-12-31HARRIS & CO. PLLC
Accountancy firm EIN2015-12-31264022510
2014 : BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$391,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$7,147,020
Value of total assets at beginning of year2014-12-31$6,571,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,540
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$120,246
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
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-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$2,475
Administrative expenses (other) incurred2014-12-31$26,540
Total non interest bearing cash at end of year2014-12-31$31,339
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
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$7,115,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$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 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$526,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$364,788
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 name2014-12-31HARRIS & CO. PLLC
Accountancy firm EIN2014-12-31264022510

Form 5500 Responses for BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN

2022: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BELL LUMBER & POLE COMPANY EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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