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Plan Name | BERTCH CABINET MFG., INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BERTCH CABINET MFG., INC. |
Employer identification number (EIN): | 421122484 |
NAIC Classification: | 337000 |
Additional information about BERTCH CABINET MFG., INC.
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1978-12-18 |
Company Identification Number: | 004328 |
Legal Registered Office Address: |
4935 YOUNG ROAD ELK RUN HEIGHTS WATERLOO United States of America (USA) 50701 |
More information about BERTCH CABINET MFG., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | GARY BERTCH | 2023-10-15 | ||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | GARY BERTCH | GARY BERTCH | 2018-09-04 | |
001 | 2016-01-01 | GARY BERTCH | GARY BERTCH | 2017-10-10 | |
001 | 2015-01-01 | GARY BERTCH | GARY BERTCH | 2016-10-05 | |
001 | 2014-01-01 | GARY BERTCH | GARY BERTCH | 2015-09-22 | |
001 | 2013-01-01 | GARY BERTCH | GARY BERTCH | 2014-09-30 | |
001 | 2012-01-01 | GARY BERTCH | GARY BERTCH | 2013-09-27 | |
001 | 2011-01-01 | GARY BERTCH | GARY BERTCH | 2012-10-08 | |
001 | 2010-01-01 | GARY BERTCH | GARY BERTCH | 2011-10-14 | |
001 | 2009-01-01 | GARY BERTCH | GARY BERTCH | 2010-10-14 | |
001 | 2009-01-01 | GARY BERTCH | GARY BERTCH | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2021: BERTCH CABINET MFG., INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 632 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 118 |
Total of all active and inactive participants | 2021-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 152 |
Number of participants with account balances | 2021-01-01 | 152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BERTCH CABINET MFG., INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 694 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 590 |
Total of all active and inactive participants | 2020-01-01 | 618 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 618 |
Number of participants with account balances | 2020-01-01 | 618 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 125 |
2019: BERTCH CABINET MFG., INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 714 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 549 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 90 |
Total of all active and inactive participants | 2019-01-01 | 658 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 658 |
Number of participants with account balances | 2019-01-01 | 612 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 35 |
2018: BERTCH CABINET MFG., INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 763 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 581 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 93 |
Total of all active and inactive participants | 2018-01-01 | 695 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 695 |
Number of participants with account balances | 2018-01-01 | 648 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 45 |
2017: BERTCH CABINET MFG., INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 743 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 616 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 92 |
Total of all active and inactive participants | 2017-01-01 | 726 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 726 |
Number of participants with account balances | 2017-01-01 | 670 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 40 |
2016: BERTCH CABINET MFG., INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 765 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 621 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 78 |
Total of all active and inactive participants | 2016-01-01 | 711 |
Total participants | 2016-01-01 | 711 |
Number of participants with account balances | 2016-01-01 | 657 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 34 |
2015: BERTCH CABINET MFG., INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 759 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 609 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 108 |
Total of all active and inactive participants | 2015-01-01 | 736 |
Total participants | 2015-01-01 | 736 |
Number of participants with account balances | 2015-01-01 | 689 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 34 |
2014: BERTCH CABINET MFG., INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 706 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 597 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 101 |
Total of all active and inactive participants | 2014-01-01 | 720 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 720 |
Number of participants with account balances | 2014-01-01 | 668 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 18 |
2013: BERTCH CABINET MFG., INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 710 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 576 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 107 |
Total of all active and inactive participants | 2013-01-01 | 706 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 706 |
Number of participants with account balances | 2013-01-01 | 656 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 12 |
2012: BERTCH CABINET MFG., INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 759 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 582 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 104 |
Total of all active and inactive participants | 2012-01-01 | 709 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 710 |
Number of participants with account balances | 2012-01-01 | 660 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 8 |
2011: BERTCH CABINET MFG., INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 858 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 641 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 98 |
Total of all active and inactive participants | 2011-01-01 | 758 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 759 |
Number of participants with account balances | 2011-01-01 | 705 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 20 |
2010: BERTCH CABINET MFG., INC. 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 958 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 735 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 104 |
Total of all active and inactive participants | 2010-01-01 | 858 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 858 |
Number of participants with account balances | 2010-01-01 | 792 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 17 |
2009: BERTCH CABINET MFG., INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,042 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 853 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 114 |
Total of all active and inactive participants | 2009-01-01 | 982 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 982 |
Number of participants with account balances | 2009-01-01 | 871 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 36 |
Measure | Date | Value |
---|---|---|
2021 : BERTCH CABINET MFG., INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,738,671 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $56,385,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $56,297,677 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $28,654 |
Value of total assets at end of year | 2021-12-31 | $8,467,602 |
Value of total assets at beginning of year | 2021-12-31 | $61,114,457 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $87,849 |
Total interest from all sources | 2021-12-31 | $168 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $911,406 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $911,406 |
Administrative expenses professional fees incurred | 2021-12-31 | $81,631 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $18,421 |
Participant contributions at end of year | 2021-12-31 | $4,418 |
Participant contributions at beginning of year | 2021-12-31 | $613,289 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $45,482 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $997 |
Total non interest bearing cash at end of year | 2021-12-31 | $394 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $3,016 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-52,646,855 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,467,602 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $61,114,457 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $6,218 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,389,142 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $57,387,018 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $168 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $73,648 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,045,588 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,773,449 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $24,994 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $10,233 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $19,067 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $56,297,677 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BERGANKDV, LTD. |
Accountancy firm EIN | 2021-12-31 | 411431613 |
2020 : BERTCH CABINET MFG., INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $13,629,537 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,064,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,904,854 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,631,497 |
Value of total assets at end of year | 2020-12-31 | $61,114,457 |
Value of total assets at beginning of year | 2020-12-31 | $51,549,170 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $159,396 |
Total interest from all sources | 2020-12-31 | $25,883 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,671,062 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,671,062 |
Administrative expenses professional fees incurred | 2020-12-31 | $152,084 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,156,150 |
Participant contributions at end of year | 2020-12-31 | $613,289 |
Participant contributions at beginning of year | 2020-12-31 | $646,412 |
Participant contributions at end of year | 2020-12-31 | $45,482 |
Participant contributions at beginning of year | 2020-12-31 | $8,692 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $26,165 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $997 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $3,016 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $9,565,287 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $61,114,457 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $51,549,170 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $7,312 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $57,387,018 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $48,634,234 |
Interest on participant loans | 2020-12-31 | $25,883 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,045,588 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,256,204 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,285,191 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $15,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $449,182 |
Employer contributions (assets) at end of year | 2020-12-31 | $19,067 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $3,503 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,904,854 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BERGANKDV, LTD. |
Accountancy firm EIN | 2020-12-31 | 411431613 |
2019 : BERTCH CABINET MFG., INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $12,713,275 |
Total income from all sources (including contributions) | 2019-12-31 | $12,713,275 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,072,361 |
Total of all expenses incurred | 2019-12-31 | $4,072,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,882,238 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,882,238 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,689,204 |
Value of total assets at end of year | 2019-12-31 | $51,549,170 |
Value of total assets at end of year | 2019-12-31 | $51,549,170 |
Value of total assets at beginning of year | 2019-12-31 | $42,908,256 |
Value of total assets at beginning of year | 2019-12-31 | $42,908,256 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $190,123 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $190,123 |
Total interest from all sources | 2019-12-31 | $28,240 |
Total interest from all sources | 2019-12-31 | $28,240 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $756,176 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $756,176 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $756,176 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $756,176 |
Administrative expenses professional fees incurred | 2019-12-31 | $175,029 |
Administrative expenses professional fees incurred | 2019-12-31 | $175,029 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,199,676 |
Contributions received from participants | 2019-12-31 | $1,199,676 |
Participant contributions at end of year | 2019-12-31 | $646,412 |
Participant contributions at end of year | 2019-12-31 | $646,412 |
Participant contributions at beginning of year | 2019-12-31 | $689,620 |
Participant contributions at beginning of year | 2019-12-31 | $689,620 |
Participant contributions at end of year | 2019-12-31 | $8,692 |
Participant contributions at end of year | 2019-12-31 | $8,692 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $29,048 |
Total non interest bearing cash at end of year | 2019-12-31 | $125 |
Total non interest bearing cash at end of year | 2019-12-31 | $125 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $3,149 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $3,149 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $8,640,914 |
Value of net income/loss | 2019-12-31 | $8,640,914 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $51,549,170 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $51,549,170 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $42,908,256 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $42,908,256 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $15,094 |
Investment advisory and management fees | 2019-12-31 | $15,094 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $48,634,234 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $48,634,234 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $39,958,058 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $39,958,058 |
Interest on participant loans | 2019-12-31 | $28,240 |
Interest on participant loans | 2019-12-31 | $28,240 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,256,204 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,256,204 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,257,429 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,257,429 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,118,935 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,118,935 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $120,720 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $120,720 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $460,480 |
Contributions received in cash from employer | 2019-12-31 | $460,480 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,503 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,503 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,882,238 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,882,238 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BERGANKDV, LTD. |
Accountancy firm name | 2019-12-31 | BERGANKDV, LTD. |
Accountancy firm EIN | 2019-12-31 | 411431613 |
Accountancy firm EIN | 2019-12-31 | 411431613 |
2018 : BERTCH CABINET MFG., INC. 401(K) PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $-864,717 |
Total of all expenses incurred | 2018-12-31 | $4,508,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,302,505 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,652,517 |
Value of total assets at end of year | 2018-12-31 | $42,908,256 |
Value of total assets at beginning of year | 2018-12-31 | $48,281,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $205,790 |
Total interest from all sources | 2018-12-31 | $26,315 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $711,584 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $711,584 |
Administrative expenses professional fees incurred | 2018-12-31 | $195,007 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,177,494 |
Participant contributions at end of year | 2018-12-31 | $689,620 |
Participant contributions at beginning of year | 2018-12-31 | $705,529 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,297 |
Total non interest bearing cash at end of year | 2018-12-31 | $3,149 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-5,373,012 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $42,908,256 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $48,281,268 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $10,783 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $39,958,058 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $45,242,047 |
Interest on participant loans | 2018-12-31 | $26,315 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,257,429 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,333,692 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,262,158 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $7,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $473,726 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,302,505 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BERGANKDV, LTD. |
Accountancy firm EIN | 2018-12-31 | 411431613 |
2017 : BERTCH CABINET MFG., INC. 401(K) PLAN 2017 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,418 |
Total income from all sources (including contributions) | 2017-12-31 | $9,511,391 |
Total of all expenses incurred | 2017-12-31 | $3,069,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,873,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,777,413 |
Value of total assets at end of year | 2017-12-31 | $48,281,268 |
Value of total assets at beginning of year | 2017-12-31 | $41,841,780 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $195,914 |
Total interest from all sources | 2017-12-31 | $23,968 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,095,776 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,095,776 |
Administrative expenses professional fees incurred | 2017-12-31 | $182,155 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,170,983 |
Participant contributions at end of year | 2017-12-31 | $705,529 |
Participant contributions at beginning of year | 2017-12-31 | $804,021 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $149,903 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $2,418 |
Other income not declared elsewhere | 2017-12-31 | $18 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,441,906 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $48,281,268 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $41,839,362 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $13,759 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $45,242,047 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $38,363,954 |
Interest on participant loans | 2017-12-31 | $23,936 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,333,692 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,673,787 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $18 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $18 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $32 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,537,684 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $76,532 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $456,527 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,873,571 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BERGANKDV, LTD. |
Accountancy firm EIN | 2017-12-31 | 411431613 |
2016 : BERTCH CABINET MFG., INC. 401(K) PLAN 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,418 |
Total income from all sources (including contributions) | 2016-12-31 | $3,522,954 |
Total of all expenses incurred | 2016-12-31 | $2,382,703 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,318,552 |
Value of total corrective distributions | 2016-12-31 | $2,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,849,229 |
Value of total assets at end of year | 2016-12-31 | $41,841,780 |
Value of total assets at beginning of year | 2016-12-31 | $40,699,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $61,733 |
Total interest from all sources | 2016-12-31 | $27,471 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $376,128 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $376,128 |
Administrative expenses professional fees incurred | 2016-12-31 | $57,107 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,229,275 |
Participant contributions at end of year | 2016-12-31 | $804,021 |
Participant contributions at beginning of year | 2016-12-31 | $836,836 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $1,438 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $119,491 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $2,418 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,140,251 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $41,839,362 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $40,699,111 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $4,626 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $38,363,954 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $24,278,263 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $27,450 |
Interest earned on other investments | 2016-12-31 | $21 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,673,787 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $15,533,466 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $18 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $48,389 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $48,389 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $978,234 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $291,892 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $500,463 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,318,552 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BERGANKDV, LTD. |
Accountancy firm EIN | 2016-12-31 | 411431613 |
2015 : BERTCH CABINET MFG., INC. 401(K) PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $1,790,941 |
Total of all expenses incurred | 2015-12-31 | $1,420,891 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,407,255 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,854,893 |
Value of total assets at end of year | 2015-12-31 | $40,699,111 |
Value of total assets at beginning of year | 2015-12-31 | $40,329,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $13,636 |
Total interest from all sources | 2015-12-31 | $28,355 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $174,613 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $174,613 |
Administrative expenses professional fees incurred | 2015-12-31 | $13,636 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,214,338 |
Participant contributions at end of year | 2015-12-31 | $836,836 |
Participant contributions at beginning of year | 2015-12-31 | $911,481 |
Participant contributions at end of year | 2015-12-31 | $1,438 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $154,606 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $370,050 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $40,699,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $40,329,061 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $24,278,263 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,946,649 |
Interest on participant loans | 2015-12-31 | $28,355 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $15,533,466 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $15,434,500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $48,389 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $36,431 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $36,431 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-110,030 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-156,890 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $485,949 |
Employer contributions (assets) at end of year | 2015-12-31 | $719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,407,255 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BERGANKDV, LTD. |
Accountancy firm EIN | 2015-12-31 | 411431613 |
2014 : BERTCH CABINET MFG., INC. 401(K) PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $4,367,064 |
Total of all expenses incurred | 2014-12-31 | $2,337,345 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,323,373 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,607,981 |
Value of total assets at end of year | 2014-12-31 | $40,329,061 |
Value of total assets at beginning of year | 2014-12-31 | $38,299,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $13,972 |
Total interest from all sources | 2014-12-31 | $30,245 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $167,528 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $167,528 |
Administrative expenses professional fees incurred | 2014-12-31 | $13,972 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,146,354 |
Participant contributions at end of year | 2014-12-31 | $911,481 |
Participant contributions at beginning of year | 2014-12-31 | $833,614 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $7,540 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,029,719 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $40,329,061 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $38,299,342 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,946,649 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $22,975,280 |
Interest on participant loans | 2014-12-31 | $30,245 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $15,434,500 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $14,489,313 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $36,431 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,135 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,135 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,914,185 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $647,125 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $454,087 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,323,373 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BERGAN, PAULSEN AND COMPANY PC |
Accountancy firm EIN | 2014-12-31 | 421243538 |
2013 : BERTCH CABINET MFG., INC. 401(K) PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $8,367,292 |
Total of all expenses incurred | 2013-12-31 | $1,778,768 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,766,644 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,508,589 |
Value of total assets at end of year | 2013-12-31 | $38,299,342 |
Value of total assets at beginning of year | 2013-12-31 | $31,710,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $12,124 |
Total interest from all sources | 2013-12-31 | $29,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $145,424 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $145,424 |
Administrative expenses professional fees incurred | 2013-12-31 | $12,124 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,082,976 |
Participant contributions at end of year | 2013-12-31 | $833,614 |
Participant contributions at beginning of year | 2013-12-31 | $965,968 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $9,215 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,588,524 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $38,299,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $31,710,818 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $22,975,280 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $18,170,053 |
Interest on participant loans | 2013-12-31 | $29,495 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $14,489,313 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $12,573,549 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,135 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,248 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,248 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,931,971 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,751,813 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $416,398 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,766,644 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BERGAN, PAULSEN AND COMPANY PC |
Accountancy firm EIN | 2013-12-31 | 421243538 |
2012 : BERTCH CABINET MFG., INC. 401(K) PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $5,317,986 |
Total of all expenses incurred | 2012-12-31 | $2,040,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,023,187 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,507,831 |
Value of total assets at end of year | 2012-12-31 | $31,710,818 |
Value of total assets at beginning of year | 2012-12-31 | $28,432,991 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $16,972 |
Total interest from all sources | 2012-12-31 | $33,281 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $184,704 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $184,704 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,070,805 |
Participant contributions at end of year | 2012-12-31 | $965,968 |
Participant contributions at beginning of year | 2012-12-31 | $1,005,161 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $4,336 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,277,827 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $31,710,818 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $28,432,991 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $16,972 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $18,170,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $23,616,428 |
Interest on participant loans | 2012-12-31 | $33,281 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $12,573,549 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,810,008 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,248 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,394 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,394 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,078,835 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $513,335 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $432,690 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,023,187 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BERGAN, PAULSEN AND COMPANY PC |
Accountancy firm EIN | 2012-12-31 | 421243538 |
2011 : BERTCH CABINET MFG., INC. 401(K) PLAN 2011 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $824,395 |
Total of all expenses incurred | 2011-12-31 | $2,548,289 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,516,606 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,550,745 |
Value of total assets at end of year | 2011-12-31 | $28,432,991 |
Value of total assets at beginning of year | 2011-12-31 | $30,156,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $31,683 |
Total interest from all sources | 2011-12-31 | $35,212 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $312,353 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $312,353 |
Administrative expenses professional fees incurred | 2011-12-31 | $31,683 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,086,642 |
Participant contributions at end of year | 2011-12-31 | $1,005,161 |
Participant contributions at beginning of year | 2011-12-31 | $937,079 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $25,421 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,723,894 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,432,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $30,156,885 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $23,616,428 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $25,952,088 |
Interest on participant loans | 2011-12-31 | $35,212 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,810,008 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $3,258,996 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,394 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $8,722 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $8,722 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,309,295 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $235,380 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $438,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,516,606 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BERGAN, PAULSEN AND COMPANY PC |
Accountancy firm EIN | 2011-12-31 | 421243538 |
2010 : BERTCH CABINET MFG., INC. 401(K) PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $4,760,904 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,984,126 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,939,223 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,551,495 |
Value of total assets at end of year | 2010-12-31 | $30,156,885 |
Value of total assets at beginning of year | 2010-12-31 | $27,380,107 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $44,903 |
Total interest from all sources | 2010-12-31 | $41,027 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $323,746 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $323,746 |
Administrative expenses professional fees incurred | 2010-12-31 | $38,713 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,097,042 |
Participant contributions at end of year | 2010-12-31 | $937,079 |
Participant contributions at beginning of year | 2010-12-31 | $954,114 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $26,634 |
Administrative expenses (other) incurred | 2010-12-31 | $6,190 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,776,778 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $30,156,885 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $27,380,107 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $25,952,088 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $23,769,143 |
Interest on participant loans | 2010-12-31 | $41,024 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $3,258,996 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,618,166 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $8,722 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $38,684 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $38,684 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,667,752 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $176,884 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $427,819 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,939,223 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BERGAN, PAULSEN AND COMPANY PC |
Accountancy firm EIN | 2010-12-31 | 421243538 |
2021: BERTCH CABINET MFG., INC. 401(K) PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BERTCH CABINET MFG., INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BERTCH CABINET MFG., INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BERTCH CABINET MFG., INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BERTCH CABINET MFG., INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BERTCH CABINET MFG., INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BERTCH CABINET MFG., INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BERTCH CABINET MFG., INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BERTCH CABINET MFG., INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BERTCH CABINET MFG., INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BERTCH CABINET MFG., INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BERTCH CABINET MFG., INC. 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BERTCH CABINET MFG., INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |