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SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 401k Plan overview

Plan NameSHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN
Plan identification number 003

SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

SHOOK, HARDY & BACON L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:SHOOK, HARDY & BACON L.L.P.
Employer identification number (EIN):440585497
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01
0032021-01-01MATTHEW J. BOHNEN
0032020-01-01
0032019-01-01
0032017-01-01MATTHEW J. BOHNEN
0032016-01-01MATTHEW J. BOHNEN
0032015-01-01MATTHEW J. BOHNEN
0032014-01-01WILLIAM JOHNSMEYER
0032013-01-01WILLIAM JOHNSMEYER
0032012-01-01WILLIAM JOHNSMEYER
0032011-01-01WILLIAM JOHNSMEYER
0032009-01-01WILLIAM JOHNSMEYER

Plan Statistics for SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN

401k plan membership statisitcs for SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN

Measure Date Value
2021: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01161
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01167
Total number of active participants reported on line 7a of the Form 55002020-01-01153
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01161
Number of participants with account balances2020-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01118
Total number of active participants reported on line 7a of the Form 55002019-01-01160
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01167
Number of participants with account balances2019-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01101
Number of participants with account balances2017-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01176
Total number of active participants reported on line 7a of the Form 55002016-01-01125
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01137
Number of participants with account balances2016-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01134
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01176
Number of participants with account balances2015-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01118
Total number of active participants reported on line 7a of the Form 55002014-01-01125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01134
Number of participants with account balances2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01111
Total number of active participants reported on line 7a of the Form 55002013-01-01110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01118
Number of participants with account balances2013-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01115
Total number of active participants reported on line 7a of the Form 55002012-01-0199
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01111
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01100
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01112
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-01103
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01116
Number of participants with account balances2009-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN

Measure Date Value
2021 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2021 401k financial data
Total transfer of assets from this plan2021-12-31$2,060,348
Total income from all sources (including contributions)2021-12-31$941,391
Total of all expenses incurred2021-12-31$25,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$867,263
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$1,144,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,329
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$19,062
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$867,263
Administrative expenses (other) incurred2021-12-31$6,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$915,504
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,144,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,144,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$55,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,558
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS LLP
Accountancy firm EIN2021-12-31440160260
2020 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$940,185
Total income from all sources (including contributions)2020-12-31$1,139,670
Total of all expenses incurred2020-12-31$40,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$32,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$963,363
Value of total assets at end of year2020-12-31$1,144,844
Value of total assets at beginning of year2020-12-31$985,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,715
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$15,822
Administrative expenses professional fees incurred2020-12-31$167
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$963,363
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$12,634
Administrative expenses (other) incurred2020-12-31$7,548
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,099,508
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,144,844
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$985,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,144,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$972,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$160,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$32,447
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$593,029
Total transfer of assets from this plan2019-12-31$593,029
Total income from all sources (including contributions)2019-12-31$1,094,943
Total income from all sources (including contributions)2019-12-31$1,094,943
Total of all expenses incurred2019-12-31$59,308
Total of all expenses incurred2019-12-31$59,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$51,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$51,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$976,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$976,822
Value of total assets at end of year2019-12-31$985,521
Value of total assets at end of year2019-12-31$985,521
Value of total assets at beginning of year2019-12-31$542,915
Value of total assets at beginning of year2019-12-31$542,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,496
Total interest from all sources2019-12-31$1
Total interest from all sources2019-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,460
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$13,460
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$13,460
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$976,822
Contributions received from participants2019-12-31$976,822
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,634
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,634
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,618
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,618
Other income not declared elsewhere2019-12-31$601
Other income not declared elsewhere2019-12-31$601
Administrative expenses (other) incurred2019-12-31$7,496
Administrative expenses (other) incurred2019-12-31$7,496
Total non interest bearing cash at end of year2019-12-31$31
Total non interest bearing cash at end of year2019-12-31$31
Total non interest bearing cash at beginning of year2019-12-31$31
Total non interest bearing cash at beginning of year2019-12-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,035,635
Value of net income/loss2019-12-31$1,035,635
Value of net assets at end of year (total assets less liabilities)2019-12-31$985,521
Value of net assets at end of year (total assets less liabilities)2019-12-31$985,521
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$542,915
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$542,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$972,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$972,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$540,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$540,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$104,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$104,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$51,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$51,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-31$338,254
Total income from all sources (including contributions)2018-12-31$534,339
Total of all expenses incurred2018-12-31$62,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$56,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$566,653
Value of total assets at end of year2018-12-31$542,915
Value of total assets at beginning of year2018-12-31$408,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,242
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,574
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$566,653
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,618
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$2,822
Administrative expenses (other) incurred2018-12-31$5,242
Total non interest bearing cash at end of year2018-12-31$31
Total non interest bearing cash at beginning of year2018-12-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$472,214
Value of net assets at end of year (total assets less liabilities)2018-12-31$542,915
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$408,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$540,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$408,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-43,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$56,883
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$504,171
Total income from all sources (including contributions)2017-12-31$454,534
Total of all expenses incurred2017-12-31$49,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$43,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$407,406
Value of total assets at end of year2017-12-31$408,955
Value of total assets at beginning of year2017-12-31$507,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,522
Total interest from all sources2017-12-31$7,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$407,406
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,668
Other income not declared elsewhere2017-12-31$-10,345
Administrative expenses (other) incurred2017-12-31$5,522
Total non interest bearing cash at end of year2017-12-31$31
Total non interest bearing cash at beginning of year2017-12-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$405,374
Value of net assets at end of year (total assets less liabilities)2017-12-31$408,955
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$507,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$408,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$498,919
Income. Interest from corporate debt instruments2017-12-31$7,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$49,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$43,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$542,557
Total income from all sources (including contributions)2016-12-31$529,456
Total of all expenses incurred2016-12-31$24,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,073
Value of total corrective distributions2016-12-31$736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$513,222
Value of total assets at end of year2016-12-31$507,752
Value of total assets at beginning of year2016-12-31$545,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,639
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,306
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$513,222
Assets. Other investments not covered elsewhere at end of year2016-12-31$8,668
Other income not declared elsewhere2016-12-31$668
Administrative expenses (other) incurred2016-12-31$8,639
Total non interest bearing cash at end of year2016-12-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$505,008
Value of net assets at end of year (total assets less liabilities)2016-12-31$507,752
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$545,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$498,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$545,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,073
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD
Accountancy firm EIN2016-12-31440160260
2015 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$612,979
Total income from all sources (including contributions)2015-12-31$736,930
Total of all expenses incurred2015-12-31$44,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$37,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$748,220
Value of total assets at end of year2015-12-31$545,301
Value of total assets at beginning of year2015-12-31$465,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,245
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$11,859
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$748,220
Administrative expenses (other) incurred2015-12-31$7,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$692,483
Value of net assets at end of year (total assets less liabilities)2015-12-31$545,301
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$465,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$545,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$465,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-23,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$37,202
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD
Accountancy firm EIN2015-12-31440160260
2014 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$301,248
Total income from all sources (including contributions)2014-12-31$453,273
Total of all expenses incurred2014-12-31$11,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$437,473
Value of total assets at end of year2014-12-31$465,797
Value of total assets at beginning of year2014-12-31$325,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,609
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,699
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$437,473
Administrative expenses (other) incurred2014-12-31$2,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$441,817
Value of net assets at end of year (total assets less liabilities)2014-12-31$465,797
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$325,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$465,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$325,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD
Accountancy firm EIN2014-12-31440160260
2013 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2013 401k financial data
Total transfer of assets from this plan2013-12-31$288,447
Total income from all sources (including contributions)2013-12-31$364,005
Total of all expenses incurred2013-12-31$55,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$54,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$317,752
Value of total assets at end of year2013-12-31$325,228
Value of total assets at beginning of year2013-12-31$305,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,045
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,535
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$317,752
Administrative expenses (other) incurred2013-12-31$1,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$308,008
Value of net assets at end of year (total assets less liabilities)2013-12-31$325,228
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$305,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$325,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$304,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$691
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$41,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$54,952
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD
Accountancy firm EIN2013-12-31440160260
2012 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$202,782
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$285,089
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$17,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$256,745
Value of total assets at end of year2012-12-31$305,667
Value of total assets at beginning of year2012-12-31$240,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$598
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,124
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$256,745
Administrative expenses (other) incurred2012-12-31$598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$267,741
Value of net assets at end of year (total assets less liabilities)2012-12-31$305,667
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$240,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$304,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$240,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$22,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,750
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD
Accountancy firm EIN2012-12-31440160260
2011 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$215,620
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$214,655
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$214,650
Value of total assets at end of year2011-12-31$240,708
Value of total assets at beginning of year2011-12-31$247,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$307
Total interest from all sources2011-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,062
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$214,650
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$134
Administrative expenses (other) incurred2011-12-31$307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$208,727
Value of net assets at end of year (total assets less liabilities)2011-12-31$240,708
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$247,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$240,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$245,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,621
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$401,750
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$287,631
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$42,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$41,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$269,997
Value of total assets at end of year2010-12-31$247,601
Value of total assets at beginning of year2010-12-31$404,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$383
Total interest from all sources2010-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,016
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$269,997
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$19,710
Administrative expenses (other) incurred2010-12-31$383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$245,258
Value of net assets at end of year (total assets less liabilities)2010-12-31$247,601
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$404,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$245,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$340,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$43,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$43,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$41,990
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN

2021: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SHOOK, HARDY & BACON NEW EMPLOYEE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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