401k Plan data: THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN plan

THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN
Plan identification number	001

THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MARVIN LUMBER & CEDAR CO has sponsored the creation of one or more 401k plans.

Company Name: MARVIN LUMBER & CEDAR CO

Employer identification number (EIN): 410396845

NAIC Classification: 321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-12-01 RAY MUSGROVE
001 2014-12-01 RAY MUSGROVE
001 2013-12-01 JIM COLE

Plan id#	Filing Submission Date	Name of Administrator
001	2015-12-01	RAY MUSGROVE
001	2014-12-01	RAY MUSGROVE
001	2013-12-01	JIM COLE

Plan Statistics for THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2015: THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 5,158
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 4,695
Number of retired or separated participants receiving benefits 2015-12-01 2
Number of other retired or separated participants entitled to future benefits 2015-12-01 537
Total of all active and inactive participants 2015-12-01 5,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 32
Total participants 2015-12-01 5,266
Number of participants with account balances 2015-12-01 5,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 0
2014: THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 5,000
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 4,559
Number of retired or separated participants receiving benefits 2014-12-01 4
Number of other retired or separated participants entitled to future benefits 2014-12-01 560
Total of all active and inactive participants 2014-12-01 5,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 35
Total participants 2014-12-01 5,158
Number of participants with account balances 2014-12-01 5,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 0
2013: THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 4,630
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 4,466
Number of retired or separated participants receiving benefits 2013-12-01 4
Number of other retired or separated participants entitled to future benefits 2013-12-01 495
Total of all active and inactive participants 2013-12-01 4,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 35
Total participants 2013-12-01 5,000
Number of participants with account balances 2013-12-01 4,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0

Measure	Date	Value
2015: THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	5,158
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	4,695
Number of retired or separated participants receiving benefits	2015-12-01	2
Number of other retired or separated participants entitled to future benefits	2015-12-01	537
Total of all active and inactive participants	2015-12-01	5,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	32
Total participants	2015-12-01	5,266
Number of participants with account balances	2015-12-01	5,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	0
2014: THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	5,000
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	4,559
Number of retired or separated participants receiving benefits	2014-12-01	4
Number of other retired or separated participants entitled to future benefits	2014-12-01	560
Total of all active and inactive participants	2014-12-01	5,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	35
Total participants	2014-12-01	5,158
Number of participants with account balances	2014-12-01	5,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	0
2013: THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	4,630
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	4,466
Number of retired or separated participants receiving benefits	2013-12-01	4
Number of other retired or separated participants entitled to future benefits	2013-12-01	495
Total of all active and inactive participants	2013-12-01	4,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	35
Total participants	2013-12-01	5,000
Number of participants with account balances	2013-12-01	4,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0

Financial Data on THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2016 : THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total income from all sources (including contributions)	2016-11-30	$36,810,184
Total loss/gain on sale of assets	2016-11-30	$0
Total of all expenses incurred	2016-11-30	$18,999,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-11-30	$18,508,446
Value of total corrective distributions	2016-11-30	$87,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-11-30	$22,045,135
Value of total assets at end of year	2016-11-30	$336,719,392
Value of total assets at beginning of year	2016-11-30	$318,908,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-11-30	$403,334
Total interest from all sources	2016-11-30	$538,499
Total dividends received (eg from common stock, registered investment company shares)	2016-11-30	$1,695,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-11-30	$1,695,773
Was this plan covered by a fidelity bond	2016-11-30	Yes
Value of fidelity bond cover	2016-11-30	$3,000,000
If this is an individual account plan, was there a blackout period	2016-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-11-30	No
Contributions received from participants	2016-11-30	$13,225,025
Participant contributions at end of year	2016-11-30	$10,780,438
Participant contributions at beginning of year	2016-11-30	$10,427,804
Participant contributions at end of year	2016-11-30	$431,052
Participant contributions at beginning of year	2016-11-30	$227,711
Income. Received or receivable in cash from other sources (including rollovers)	2016-11-30	$498,150
Other income not declared elsewhere	2016-11-30	$7,111
Administrative expenses (other) incurred	2016-11-30	$403,334
Total non interest bearing cash at beginning of year	2016-11-30	$13,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Value of net income/loss	2016-11-30	$17,811,061
Value of net assets at end of year (total assets less liabilities)	2016-11-30	$336,719,392
Value of net assets at beginning of year (total assets less liabilities)	2016-11-30	$318,908,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-11-30	No
Were any leases to which the plan was party in default or uncollectible	2016-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-11-30	$150,275,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-11-30	$145,377,369
Interest on participant loans	2016-11-30	$538,499
Value of interest in common/collective trusts at end of year	2016-11-30	$171,589,111
Value of interest in common/collective trusts at beginning of year	2016-11-30	$160,291,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-11-30	$6,996,937
Net investment gain or loss from common/collective trusts	2016-11-30	$5,526,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-11-30	No
Was there a failure to transmit to the plan any participant contributions	2016-11-30	No
Has the plan failed to provide any benefit when due under the plan	2016-11-30	No
Contributions received in cash from employer	2016-11-30	$8,321,960
Employer contributions (assets) at end of year	2016-11-30	$3,643,354
Employer contributions (assets) at beginning of year	2016-11-30	$2,570,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-11-30	$18,508,446
Did the plan have assets held for investment	2016-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-11-30	Disclaimer
Accountancy firm name	2016-11-30	CLIFTONALLENLARSON LLP
Accountancy firm EIN	2016-11-30	410746749
2015 : THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-11-30	$0
Total income from all sources (including contributions)	2015-11-30	$23,809,574
Total loss/gain on sale of assets	2015-11-30	$0
Total of all expenses incurred	2015-11-30	$23,983,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-11-30	$23,417,910
Value of total corrective distributions	2015-11-30	$57,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-11-30	$18,392,480
Value of total assets at end of year	2015-11-30	$318,908,331
Value of total assets at beginning of year	2015-11-30	$319,082,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-11-30	$508,156
Total interest from all sources	2015-11-30	$531,542
Total dividends received (eg from common stock, registered investment company shares)	2015-11-30	$2,521,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-11-30	$2,521,480
Was this plan covered by a fidelity bond	2015-11-30	Yes
Value of fidelity bond cover	2015-11-30	$3,000,000
If this is an individual account plan, was there a blackout period	2015-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-11-30	Yes
Amount of non-exempt transactions with any party-in-interest	2015-11-30	$552
Contributions received from participants	2015-11-30	$11,537,911
Participant contributions at end of year	2015-11-30	$10,427,804
Participant contributions at beginning of year	2015-11-30	$9,956,604
Participant contributions at end of year	2015-11-30	$227,711
Participant contributions at beginning of year	2015-11-30	$195,725
Income. Received or receivable in cash from other sources (including rollovers)	2015-11-30	$456,880
Other income not declared elsewhere	2015-11-30	$3,118
Administrative expenses (other) incurred	2015-11-30	$508,156
Total non interest bearing cash at end of year	2015-11-30	$13,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-30	No
Value of net income/loss	2015-11-30	$-174,066
Value of net assets at end of year (total assets less liabilities)	2015-11-30	$318,908,331
Value of net assets at beginning of year (total assets less liabilities)	2015-11-30	$319,082,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-11-30	No
Were any leases to which the plan was party in default or uncollectible	2015-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-11-30	$145,377,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-11-30	$219,822,478
Interest on participant loans	2015-11-30	$531,542
Value of interest in common/collective trusts at end of year	2015-11-30	$160,291,676
Value of interest in common/collective trusts at beginning of year	2015-11-30	$86,725,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-11-30	$-1,544,445
Net investment gain or loss from common/collective trusts	2015-11-30	$3,905,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-11-30	No
Was there a failure to transmit to the plan any participant contributions	2015-11-30	No
Has the plan failed to provide any benefit when due under the plan	2015-11-30	No
Contributions received in cash from employer	2015-11-30	$6,397,689
Employer contributions (assets) at end of year	2015-11-30	$2,570,486
Employer contributions (assets) at beginning of year	2015-11-30	$2,382,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-11-30	$23,417,910
Did the plan have assets held for investment	2015-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-11-30	Disclaimer
Accountancy firm name	2015-11-30	CLIFTONALLENLARSON LLP
Accountancy firm EIN	2015-11-30	410746749
2014 : THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-11-30	$0
Total income from all sources (including contributions)	2014-11-30	$36,119,151
Total loss/gain on sale of assets	2014-11-30	$0
Total of all expenses incurred	2014-11-30	$15,715,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-11-30	$15,311,204
Value of total corrective distributions	2014-11-30	$29,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-11-30	$14,444,795
Value of total assets at end of year	2014-11-30	$319,082,397
Value of total assets at beginning of year	2014-11-30	$298,678,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-11-30	$374,808
Total interest from all sources	2014-11-30	$507,344
Total dividends received (eg from common stock, registered investment company shares)	2014-11-30	$14,031,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-11-30	$14,031,278
Was this plan covered by a fidelity bond	2014-11-30	Yes
Value of fidelity bond cover	2014-11-30	$3,000,000
If this is an individual account plan, was there a blackout period	2014-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-11-30	No
Contributions received from participants	2014-11-30	$9,655,217
Participant contributions at end of year	2014-11-30	$9,956,604
Participant contributions at beginning of year	2014-11-30	$9,527,686
Participant contributions at end of year	2014-11-30	$195,725
Participant contributions at beginning of year	2014-11-30	$854,422
Income. Received or receivable in cash from other sources (including rollovers)	2014-11-30	$309,634
Other income not declared elsewhere	2014-11-30	$2,255
Administrative expenses (other) incurred	2014-11-30	$374,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-11-30	No
Value of net income/loss	2014-11-30	$20,404,030
Value of net assets at end of year (total assets less liabilities)	2014-11-30	$319,082,397
Value of net assets at beginning of year (total assets less liabilities)	2014-11-30	$298,678,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-11-30	No
Were any leases to which the plan was party in default or uncollectible	2014-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-11-30	$219,822,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-11-30	$196,081,799
Interest on participant loans	2014-11-30	$507,344
Value of interest in common/collective trusts at end of year	2014-11-30	$86,725,409
Value of interest in common/collective trusts at beginning of year	2014-11-30	$85,139,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-11-30	$5,919,963
Net investment gain or loss from common/collective trusts	2014-11-30	$1,213,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-11-30	No
Was there a failure to transmit to the plan any participant contributions	2014-11-30	No
Has the plan failed to provide any benefit when due under the plan	2014-11-30	No
Contributions received in cash from employer	2014-11-30	$4,479,944
Employer contributions (assets) at end of year	2014-11-30	$2,382,181
Employer contributions (assets) at beginning of year	2014-11-30	$7,074,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-11-30	$15,311,204
Did the plan have assets held for investment	2014-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-11-30	Disclaimer
Accountancy firm name	2014-11-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-11-30	410746749

Form 5500 Responses for THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN

2015: THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Submission has been amended	No
2013-12-01	This submission is the final filing	No
2013-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-12-01	Plan is a collectively bargained plan	No
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARVIN LUMBER & CEDAR CO
Employer identification number (EIN):	410396845
NAIC Classification:	321900