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AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 401k Plan overview

Plan NameAWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN
Plan identification number 003

AWG - COLLECTIVE BARGAINING UNIT 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ASSOCIATED WHOLESALE GROCERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED WHOLESALE GROCERS, INC.
Employer identification number (EIN):480614866
NAIC Classification:424400

Additional information about ASSOCIATED WHOLESALE GROCERS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2004-05-18
Company Identification Number: 0800343112
Legal Registered Office Address: 5000 KANSAS AVE

KANSAS CITY
United States of America (USA)
66106

More information about ASSOCIATED WHOLESALE GROCERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01
0032017-01-01DAVID CARL DAVID CARL2018-09-20
0032016-01-01DAVID CARL DAVID CARL2017-09-19
0032015-01-01DAVID CARL DAVID CARL2016-10-06
0032014-01-01DAVID CARL DAVID CARL2015-08-31
0032013-01-01DAVID CARL DAVID CARL2014-09-19
0032012-01-01DAVID CARL DAVID CARL2013-10-11
0032011-01-01DAVID CARL DAVID CARL2012-10-08
0032010-01-01DAVID CARL DAVID CARL2011-10-13
0032009-01-01DAVID CARL DAVID CARL2010-10-08

Plan Statistics for AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN

401k plan membership statisitcs for AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN

Measure Date Value
2018: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01316
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01332
Total number of active participants reported on line 7a of the Form 55002016-01-01287
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01316
Number of participants with account balances2016-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01321
Total number of active participants reported on line 7a of the Form 55002015-01-01318
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01332
Number of participants with account balances2015-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01320
Total number of active participants reported on line 7a of the Form 55002014-01-01305
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01321
Number of participants with account balances2014-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01330
Total number of active participants reported on line 7a of the Form 55002013-01-01306
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01320
Number of participants with account balances2013-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01329
Total number of active participants reported on line 7a of the Form 55002012-01-01304
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01330
Number of participants with account balances2012-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01345
Total number of active participants reported on line 7a of the Form 55002011-01-01301
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01329
Number of participants with account balances2011-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01360
Total number of active participants reported on line 7a of the Form 55002010-01-01318
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01345
Number of participants with account balances2010-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01394
Total number of active participants reported on line 7a of the Form 55002009-01-01349
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01360
Number of participants with account balances2009-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN

Measure Date Value
2018 : AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$3,778
Expenses. Total of all expenses incurred2018-12-31$5,062
Benefits paid (including direct rollovers)2018-12-31$2,060
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$1,284
Value of fidelity bond covering the plan2018-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$3,002
Other income received2018-12-31$1,295
Net income (gross income less expenses)2018-12-31$-1,284
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,284
Total contributions received or receivable from employer(s)2018-12-31$2,483
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$76,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,542,866
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,554,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,545,685
Expenses. Certain deemed distributions of participant loans2017-12-31$-16,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$365,170
Value of total assets at end of year2017-12-31$1,284
Value of total assets at beginning of year2017-12-31$10,089,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,021
Total interest from all sources2017-12-31$21,387
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$365,170
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$44
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$532,177
Administrative expenses (other) incurred2017-12-31$26,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-10,011,925
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,284
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,089,922
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
Interest on participant loans2017-12-31$21,387
Value of interest in master investment trust accounts at end of year2017-12-31$1,284
Value of interest in master investment trust accounts at beginning of year2017-12-31$8,440,994
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
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,116,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,545,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
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 name2017-12-31PICKETT, CHANEY AND MCMULLEN, LLP
Accountancy firm EIN2017-12-31481246310
2016 : AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,207,800
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$686,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$669,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,714,604
Value of total assets at end of year2016-12-31$10,089,922
Value of total assets at beginning of year2016-12-31$8,568,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,951
Total interest from all sources2016-12-31$28,347
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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$590,032
Participant contributions at end of year2016-12-31$44
Participant contributions at beginning of year2016-12-31$61
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,822
Assets. Loans (other than to participants) at end of year2016-12-31$532,177
Assets. Loans (other than to participants) at beginning of year2016-12-31$487,036
Administrative expenses (other) incurred2016-12-31$16,951
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$1,521,151
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,089,922
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,568,771
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
Interest on participant loans2016-12-31$28,347
Value of interest in master investment trust accounts at end of year2016-12-31$8,440,994
Value of interest in master investment trust accounts at beginning of year2016-12-31$6,967,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,116,750
Employer contributions (assets) at end of year2016-12-31$1,116,707
Employer contributions (assets) at beginning of year2016-12-31$1,114,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$669,698
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 name2016-12-31PICKETT, CHANEY AND MCMULLUEN , LLP
Accountancy firm EIN2016-12-31481246310
2015 : AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,754,011
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$499,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$490,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,816,289
Value of total assets at end of year2015-12-31$8,568,771
Value of total assets at beginning of year2015-12-31$7,314,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,401
Total interest from all sources2015-12-31$23,982
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$616,231
Participant contributions at end of year2015-12-31$61
Participant contributions at beginning of year2015-12-31$11,028
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$85,922
Assets. Loans (other than to participants) at end of year2015-12-31$487,036
Assets. Loans (other than to participants) at beginning of year2015-12-31$401,650
Administrative expenses (other) incurred2015-12-31$9,401
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$1,254,556
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,568,771
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,314,215
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
Interest on participant loans2015-12-31$23,982
Value of interest in master investment trust accounts at end of year2015-12-31$6,967,538
Value of interest in master investment trust accounts at beginning of year2015-12-31$6,067,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,114,136
Employer contributions (assets) at end of year2015-12-31$1,114,136
Employer contributions (assets) at beginning of year2015-12-31$834,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$490,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2015-12-31481246310
2014 : AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,770,105
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$272,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$265,243
Expenses. Certain deemed distributions of participant loans2014-12-31$-333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,413,503
Value of total assets at end of year2014-12-31$7,314,215
Value of total assets at beginning of year2014-12-31$5,816,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,956
Total interest from all sources2014-12-31$17,711
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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$535,339
Participant contributions at end of year2014-12-31$401,650
Participant contributions at beginning of year2014-12-31$359,445
Participant contributions at end of year2014-12-31$11,028
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$50,313
Administrative expenses (other) incurred2014-12-31$7,956
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$1,497,239
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,314,215
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,816,976
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
Interest on participant loans2014-12-31$17,711
Value of interest in master investment trust accounts at end of year2014-12-31$6,067,365
Value of interest in master investment trust accounts at beginning of year2014-12-31$4,848,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$827,851
Employer contributions (assets) at end of year2014-12-31$834,172
Employer contributions (assets) at beginning of year2014-12-31$609,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$265,243
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 name2014-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2014-12-31481246310
2013 : AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$40,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,668,737
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$557,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$522,279
Expenses. Certain deemed distributions of participant loans2013-12-31$27,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,064,320
Value of total assets at end of year2013-12-31$5,816,976
Value of total assets at beginning of year2013-12-31$4,746,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,388
Total interest from all sources2013-12-31$17,870
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$439,139
Participant contributions at end of year2013-12-31$359,445
Participant contributions at beginning of year2013-12-31$307,544
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,088
Administrative expenses (other) incurred2013-12-31$7,388
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$1,111,169
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,816,976
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,746,183
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
Interest on participant loans2013-12-31$17,870
Value of interest in master investment trust accounts at end of year2013-12-31$4,848,274
Value of interest in master investment trust accounts at beginning of year2013-12-31$3,869,083
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
Contributions received in cash from employer2013-12-31$601,093
Employer contributions (assets) at end of year2013-12-31$609,257
Employer contributions (assets) at beginning of year2013-12-31$569,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$522,279
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 name2013-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2013-12-31481246310
2012 : AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$1,535,219
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$190,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$180,827
Expenses. Certain deemed distributions of participant loans2012-12-31$2,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,101,732
Value of total assets at end of year2012-12-31$4,746,183
Value of total assets at beginning of year2012-12-31$3,401,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,269
Total interest from all sources2012-12-31$13,510
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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$423,384
Participant contributions at end of year2012-12-31$307,544
Participant contributions at beginning of year2012-12-31$232,202
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$108,791
Administrative expenses (other) incurred2012-12-31$7,269
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$1,344,299
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,746,183
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,401,884
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
Interest on participant loans2012-12-31$13,510
Value of interest in master investment trust accounts at end of year2012-12-31$3,869,083
Value of interest in master investment trust accounts at beginning of year2012-12-31$2,638,520
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
Contributions received in cash from employer2012-12-31$569,557
Employer contributions (assets) at end of year2012-12-31$569,556
Employer contributions (assets) at beginning of year2012-12-31$531,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$180,827
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 name2012-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2012-12-31481246310
2011 : AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$882,237
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$174,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$169,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$922,683
Value of total assets at end of year2011-12-31$3,401,884
Value of total assets at beginning of year2011-12-31$2,694,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,550
Total interest from all sources2011-12-31$7,901
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$370,891
Participant contributions at end of year2011-12-31$232,202
Participant contributions at beginning of year2011-12-31$126,905
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,449
Administrative expenses (other) incurred2011-12-31$5,550
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$707,432
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,401,884
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,694,452
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
Interest on participant loans2011-12-31$7,901
Value of interest in master investment trust accounts at end of year2011-12-31$2,638,520
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,152,472
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
Contributions received in cash from employer2011-12-31$533,343
Employer contributions (assets) at end of year2011-12-31$531,162
Employer contributions (assets) at beginning of year2011-12-31$415,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$169,255
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 name2011-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2011-12-31481246310
2010 : AWG - COLLECTIVE BARGAINING UNIT 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$17,583
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$1,044,146
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$119,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$113,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$788,841
Value of total assets at end of year2010-12-31$2,694,452
Value of total assets at beginning of year2010-12-31$1,787,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,000
Total interest from all sources2010-12-31$5,033
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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$366,307
Participant contributions at end of year2010-12-31$126,905
Participant contributions at beginning of year2010-12-31$60,272
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$7,250
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,976
Administrative expenses (other) incurred2010-12-31$6,000
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$924,456
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,694,452
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,787,579
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
Interest on participant loans2010-12-31$5,033
Value of interest in master investment trust accounts at end of year2010-12-31$2,152,472
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,307,742
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$411,558
Employer contributions (assets) at end of year2010-12-31$415,075
Employer contributions (assets) at beginning of year2010-12-31$412,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$113,690
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 name2010-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2010-12-31481246310
2009 : AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN

2018: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AWG - COLLECTIVE BARGAINING UNIT 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AWG - COLLECTIVE BARGAINING UNIT 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AWG - COLLECTIVE BARGAINING UNIT 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AWG - COLLECTIVE BARGAINING UNIT 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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