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CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHRISTENSEN LUMBER, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHRISTENSEN LUMBER, INC.
Employer identification number (EIN):470527164
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-03-01DEANA VYHLIDAL2020-01-17 DEANA VYHLIDAL2020-01-17
0012018-03-01DEANA VYHLIDAL2019-10-02 DEANA VYHLIDAL2019-10-02
0012017-03-01
0012016-03-01
0012015-03-01
0012014-03-01
0012013-03-01
0012012-03-01DEANA VYHLIDAL2013-07-17 DEANA VYHLIDAL2013-07-17
0012011-03-01DEANA VYHLIDAL2012-06-18 DEANA VYHLIDAL2012-06-18
0012010-03-01DEANA VYHLIDAL2011-08-24 DEANA VYHLIDAL2011-08-24
0012009-03-01DEANA VYHLIDAL
0012009-03-01DEANA VYHLIDAL

Plan Statistics for CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2019: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-03-01237
Total number of active participants reported on line 7a of the Form 55002019-03-010
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-010
Total participants2019-03-010
Number of participants with account balances2019-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-03-010
2018: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-03-01248
Total number of active participants reported on line 7a of the Form 55002018-03-01207
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-0127
Total of all active and inactive participants2018-03-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-010
Total participants2018-03-01234
Number of participants with account balances2018-03-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-0134
2017: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-03-01216
Total number of active participants reported on line 7a of the Form 55002017-03-01228
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-0118
Total of all active and inactive participants2017-03-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-01246
Number of participants with account balances2017-03-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-0124
2016: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-03-01199
Total number of active participants reported on line 7a of the Form 55002016-03-01195
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-0118
Total of all active and inactive participants2016-03-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-010
Total participants2016-03-01213
Number of participants with account balances2016-03-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-0114
2015: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-03-01184
Total number of active participants reported on line 7a of the Form 55002015-03-01176
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-0118
Total of all active and inactive participants2015-03-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-01194
Number of participants with account balances2015-03-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-0120
2014: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-03-01138
Total number of active participants reported on line 7a of the Form 55002014-03-01167
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-016
Total of all active and inactive participants2014-03-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-01173
Number of participants with account balances2014-03-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-015
2009: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-03-01108
Total number of active participants reported on line 7a of the Form 55002009-03-01104
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-01104
Number of participants with account balances2009-03-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-010

Financial Data on CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2019 : CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total income from all sources (including contributions)2019-07-31$183,979
Total loss/gain on sale of assets2019-07-31$0
Total of all expenses incurred2019-07-31$4,866,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-31$4,826,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-31$120,692
Value of total assets at end of year2019-07-31$0
Value of total assets at beginning of year2019-07-31$4,682,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-31$40,025
Total interest from all sources2019-07-31$999
Total dividends received (eg from common stock, registered investment company shares)2019-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-07-31$0
Administrative expenses professional fees incurred2019-07-31$40,025
Was this plan covered by a fidelity bond2019-07-31Yes
Value of fidelity bond cover2019-07-31$500,000
If this is an individual account plan, was there a blackout period2019-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
Were there any nonexempt tranactions with any party-in-interest2019-07-31No
Contributions received from participants2019-07-31$101,711
Participant contributions at end of year2019-07-31$0
Participant contributions at beginning of year2019-07-31$78,168
Income. Received or receivable in cash from other sources (including rollovers)2019-07-31$0
Total non interest bearing cash at end of year2019-07-31$0
Total non interest bearing cash at beginning of year2019-07-31$7,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Value of net income/loss2019-07-31$-4,682,457
Value of net assets at end of year (total assets less liabilities)2019-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-07-31$4,682,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-31No
Were any leases to which the plan was party in default or uncollectible2019-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-07-31$4,596,826
Interest on participant loans2019-07-31$999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-07-31$62,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-31No
Was there a failure to transmit to the plan any participant contributions2019-07-31No
Has the plan failed to provide any benefit when due under the plan2019-07-31No
Contributions received in cash from employer2019-07-31$18,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-07-31$4,826,411
Did the plan have assets held for investment2019-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-31Yes
Opinion of an independent qualified public accountant for this plan2019-07-31Disclaimer
Accountancy firm name2019-07-31HBE LLP
Accountancy firm EIN2019-07-31470677245
Total unrealized appreciation/depreciation of assets2019-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$0
Total income from all sources (including contributions)2019-02-28$636,532
Total loss/gain on sale of assets2019-02-28$0
Total of all expenses incurred2019-02-28$284,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-02-28$239,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-02-28$654,538
Value of total assets at end of year2019-02-28$4,682,457
Value of total assets at beginning of year2019-02-28$4,330,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-02-28$44,329
Total interest from all sources2019-02-28$4,140
Total dividends received (eg from common stock, registered investment company shares)2019-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-02-28No
Administrative expenses professional fees incurred2019-02-28$44,329
Was this plan covered by a fidelity bond2019-02-28Yes
Value of fidelity bond cover2019-02-28$500,000
If this is an individual account plan, was there a blackout period2019-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-02-28$0
Were there any nonexempt tranactions with any party-in-interest2019-02-28No
Contributions received from participants2019-02-28$552,129
Participant contributions at end of year2019-02-28$78,168
Participant contributions at beginning of year2019-02-28$53,376
Income. Received or receivable in cash from other sources (including rollovers)2019-02-28$0
Administrative expenses (other) incurred2019-02-28$0
Total non interest bearing cash at end of year2019-02-28$7,463
Total non interest bearing cash at beginning of year2019-02-28$2,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Value of net income/loss2019-02-28$352,415
Value of net assets at end of year (total assets less liabilities)2019-02-28$4,682,457
Value of net assets at beginning of year (total assets less liabilities)2019-02-28$4,330,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-02-28No
Were any leases to which the plan was party in default or uncollectible2019-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-02-28$4,596,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-02-28$4,274,075
Interest on participant loans2019-02-28$4,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-02-28$-22,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-02-28No
Was there a failure to transmit to the plan any participant contributions2019-02-28No
Has the plan failed to provide any benefit when due under the plan2019-02-28No
Contributions received in cash from employer2019-02-28$102,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-02-28$239,788
Did the plan have assets held for investment2019-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-02-28No
2018 : CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total income from all sources (including contributions)2018-02-28$1,085,740
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$176,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$133,765
Value of total corrective distributions2018-02-28$8,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$651,320
Value of total assets at end of year2018-02-28$4,330,042
Value of total assets at beginning of year2018-02-28$3,421,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$34,602
Total interest from all sources2018-02-28$2,032
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Administrative expenses professional fees incurred2018-02-28$34,602
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$350,000
If this is an individual account plan, was there a blackout period2018-02-28Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$525,689
Participant contributions at end of year2018-02-28$53,376
Participant contributions at beginning of year2018-02-28$43,534
Income. Received or receivable in cash from other sources (including rollovers)2018-02-28$25,854
Administrative expenses (other) incurred2018-02-28$0
Total non interest bearing cash at end of year2018-02-28$2,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$909,036
Value of net assets at end of year (total assets less liabilities)2018-02-28$4,330,042
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$3,421,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$4,274,075
Value of interest in pooled separate accounts at beginning of year2018-02-28$3,377,472
Interest on participant loans2018-02-28$2,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$347,178
Net investment gain/loss from pooled separate accounts2018-02-28$85,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28No
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$99,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$133,765
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-02-28Yes
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28FUHRMAN SMOLSKY & FUREY PC
Accountancy firm EIN2018-02-28470742379
2017 : CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$1,112,010
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$548,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$527,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$558,524
Value of total assets at end of year2017-02-28$3,421,006
Value of total assets at beginning of year2017-02-28$2,857,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$21,114
Total interest from all sources2017-02-28$2,973
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Administrative expenses professional fees incurred2017-02-28$21,114
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$350,000
If this is an individual account plan, was there a blackout period2017-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-28$0
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$403,975
Participant contributions at end of year2017-02-28$43,534
Participant contributions at beginning of year2017-02-28$39,594
Income. Received or receivable in cash from other sources (including rollovers)2017-02-28$81,436
Administrative expenses (other) incurred2017-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$563,408
Value of net assets at end of year (total assets less liabilities)2017-02-28$3,421,006
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$2,857,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Value of interest in pooled separate accounts at end of year2017-02-28$3,377,472
Value of interest in pooled separate accounts at beginning of year2017-02-28$2,818,004
Interest on participant loans2017-02-28$2,973
Net investment gain/loss from pooled separate accounts2017-02-28$550,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28No
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$73,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$527,488
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28FUHRMAN SMOLSKY & FUREY PC
Accountancy firm EIN2017-02-28470742379
2016 : CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total income from all sources (including contributions)2016-02-29$443,895
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$234,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$221,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$733,507
Value of total assets at end of year2016-02-29$2,857,598
Value of total assets at beginning of year2016-02-29$2,648,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$13,731
Total interest from all sources2016-02-29$1,484
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Administrative expenses professional fees incurred2016-02-29$13,731
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$350,000
If this is an individual account plan, was there a blackout period2016-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$352,564
Participant contributions at end of year2016-02-29$39,594
Participant contributions at beginning of year2016-02-29$41,175
Income. Received or receivable in cash from other sources (including rollovers)2016-02-29$312,695
Administrative expenses (other) incurred2016-02-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$209,121
Value of net assets at end of year (total assets less liabilities)2016-02-29$2,857,598
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$2,648,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in pooled separate accounts at end of year2016-02-29$2,818,004
Value of interest in pooled separate accounts at beginning of year2016-02-29$2,607,302
Interest on participant loans2016-02-29$1,484
Net investment gain/loss from pooled separate accounts2016-02-29$-291,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$68,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$221,043
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29FUHRMAN SMOLSKY & FUREY PC
Accountancy firm EIN2016-02-29470742379
2015 : CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total income from all sources (including contributions)2015-02-28$550,293
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$47,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$41,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$435,817
Value of total assets at end of year2015-02-28$2,648,477
Value of total assets at beginning of year2015-02-28$2,145,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$5,470
Total interest from all sources2015-02-28$2,257
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Administrative expenses professional fees incurred2015-02-28$5,470
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$350,000
If this is an individual account plan, was there a blackout period2015-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$271,869
Participant contributions at end of year2015-02-28$41,175
Participant contributions at beginning of year2015-02-28$66,447
Income. Received or receivable in cash from other sources (including rollovers)2015-02-28$114,366
Administrative expenses (other) incurred2015-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$503,222
Value of net assets at end of year (total assets less liabilities)2015-02-28$2,648,477
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$2,145,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Value of interest in pooled separate accounts at end of year2015-02-28$2,607,302
Value of interest in pooled separate accounts at beginning of year2015-02-28$2,078,808
Interest on participant loans2015-02-28$2,257
Net investment gain/loss from pooled separate accounts2015-02-28$112,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28No
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$49,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$41,601
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28Yes
Opinion of an independent qualified public accountant for this plan2015-02-28Disclaimer
Accountancy firm name2015-02-28FUHRMAN SMOLSKY & FUREY PC
Accountancy firm EIN2015-02-28470742379

Form 5500 Responses for CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST

2019: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingYes
2019-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement - TrustYes
2018: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement - TrustYes
2017: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2009: CHRISTENSEN LUMBER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedYes
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107595
Policy instance 1
Insurance contract or identification number107595
Number of Individuals Covered0
Insurance policy start date2017-03-01
Insurance policy end date2017-05-15
Total amount of commissions paid to insurance brokerUSD $1,525
Total amount of fees paid to insurance companyUSD $1,212
Commission paid to Insurance BrokerUSD $1,525
Amount paid for insurance broker fees1212
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker namePENSION ADMINISTRATORS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107595
Policy instance 1
Insurance contract or identification number107595
Number of Individuals Covered137
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $7,005
Total amount of fees paid to insurance companyUSD $13,731
Commission paid to Insurance BrokerUSD $7,005
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameCREATIVE PLANNING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107595
Policy instance 1
Insurance contract or identification number107595
Number of Individuals Covered114
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $10,546
Total amount of fees paid to insurance companyUSD $5,470
Commission paid to Insurance BrokerUSD $9,388
Insurance broker organization code?3
Amount paid for insurance broker fees5470
Insurance broker namePENSION ADMINISTRATORS LLC

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