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L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameL. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN
Plan identification number 001

L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

L.R. WILLSON & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:L.R. WILLSON & SONS, INC.
Employer identification number (EIN):520955711
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHERRIE WILKINSON SHERRIE WILKINSON2018-10-15
0012016-01-01MARY E. SHARP
0012015-01-01MARY E. SHARP
0012014-01-01MARY E. SHARP MARY E. SHARP2015-10-15
0012013-01-01MARY E. SHARP
0012012-01-01MARY E. SHARP
0012011-01-01MARY E. SHARP
0012010-01-01MARY E. SHARP
0012009-01-01SALLIE JO MARKER

Plan Statistics for L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01240
Total number of active participants reported on line 7a of the Form 55002022-01-01143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01219
Number of participants with account balances2022-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01220
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01238
Number of participants with account balances2021-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01231
Total number of active participants reported on line 7a of the Form 55002020-01-01141
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01215
Number of participants with account balances2020-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01286
Total number of active participants reported on line 7a of the Form 55002019-01-01146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01227
Number of participants with account balances2019-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01232
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0187
Total of all active and inactive participants2018-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01255
Number of participants with account balances2018-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01254
Total number of active participants reported on line 7a of the Form 55002017-01-01135
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01220
Number of participants with account balances2017-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01223
Total number of active participants reported on line 7a of the Form 55002016-01-01154
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01232
Number of participants with account balances2016-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01284
Total number of active participants reported on line 7a of the Form 55002015-01-01135
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01210
Number of participants with account balances2015-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01183
Total number of active participants reported on line 7a of the Form 55002014-01-01150
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0198
Total of all active and inactive participants2014-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01248
Number of participants with account balances2014-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01214
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01327
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01193
Number of participants with account balances2012-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01299
Total number of active participants reported on line 7a of the Form 55002011-01-01166
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01155
Total of all active and inactive participants2011-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01321
Number of participants with account balances2011-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01416
Total number of active participants reported on line 7a of the Form 55002010-01-01107
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01192
Total of all active and inactive participants2010-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01299
Number of participants with account balances2010-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01326
Total number of active participants reported on line 7a of the Form 55002009-01-01194
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01222
Total of all active and inactive participants2009-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01416
Number of participants with account balances2009-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-794,406
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,119,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,041,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,336,353
Value of total assets at end of year2022-12-31$12,624,604
Value of total assets at beginning of year2022-12-31$14,538,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$77,945
Total interest from all sources2022-12-31$24,683
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$124,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$124,712
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$267,475
Participant contributions at end of year2022-12-31$621,972
Participant contributions at beginning of year2022-12-31$406,559
Participant contributions at end of year2022-12-31$3,867
Participant contributions at beginning of year2022-12-31$3,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,914,162
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,624,604
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,538,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,461,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,706,941
Interest on participant loans2022-12-31$24,683
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$3,433,325
Value of interest in common/collective trusts at beginning of year2022-12-31$3,119,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,336,420
Net investment gain or loss from common/collective trusts2022-12-31$56,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,068,878
Employer contributions (assets) at end of year2022-12-31$103,817
Employer contributions (assets) at beginning of year2022-12-31$301,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,041,811
Contract administrator fees2022-12-31$52,465
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,069,698
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,344,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,285,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,490,938
Value of total assets at end of year2021-12-31$14,538,766
Value of total assets at beginning of year2021-12-31$12,813,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,593
Total interest from all sources2021-12-31$26,704
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$137,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$137,564
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 period2021-12-31Yes
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$265,692
Participant contributions at end of year2021-12-31$406,559
Participant contributions at beginning of year2021-12-31$512,814
Participant contributions at end of year2021-12-31$3,823
Participant contributions at beginning of year2021-12-31$3,537
Administrative expenses (other) incurred2021-12-31$11,841
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$1,725,677
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,538,766
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,813,089
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
Investment advisory and management fees2021-12-31$19,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,706,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,228,163
Interest on participant loans2021-12-31$26,704
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$3,119,684
Value of interest in common/collective trusts at beginning of year2021-12-31$3,008,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,369,586
Net investment gain or loss from common/collective trusts2021-12-31$44,906
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
Contributions received in cash from employer2021-12-31$1,225,246
Employer contributions (assets) at end of year2021-12-31$301,759
Employer contributions (assets) at beginning of year2021-12-31$59,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,285,428
Contract administrator fees2021-12-31$27,582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31COHENREZNICK, LLP
Accountancy firm EIN2021-12-31221478099
2020 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,495,007
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,120,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,059,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,933,961
Value of total assets at end of year2020-12-31$12,813,089
Value of total assets at beginning of year2020-12-31$11,439,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,410
Total interest from all sources2020-12-31$30,134
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$251,891
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$251,891
Administrative expenses professional fees incurred2020-12-31$40,597
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$266,753
Participant contributions at end of year2020-12-31$512,814
Participant contributions at beginning of year2020-12-31$555,992
Participant contributions at end of year2020-12-31$3,537
Participant contributions at beginning of year2020-12-31$4,504
Administrative expenses (other) incurred2020-12-31$20,813
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$1,374,010
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,813,089
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,439,079
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$9,228,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,016,121
Interest on participant loans2020-12-31$30,134
Value of interest in common/collective trusts at end of year2020-12-31$3,008,876
Value of interest in common/collective trusts at beginning of year2020-12-31$2,832,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,223,813
Net investment gain or loss from common/collective trusts2020-12-31$55,208
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
Contributions received in cash from employer2020-12-31$1,667,208
Employer contributions (assets) at end of year2020-12-31$59,699
Employer contributions (assets) at beginning of year2020-12-31$29,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,059,587
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31COHENREZNICK, LLP
Accountancy firm EIN2020-12-31221478099
2019 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,991,445
Total income from all sources (including contributions)2019-12-31$2,991,445
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,453,206
Total of all expenses incurred2019-12-31$1,453,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,389,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,389,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,291,300
Value of total assets at end of year2019-12-31$11,439,079
Value of total assets at end of year2019-12-31$11,439,079
Value of total assets at beginning of year2019-12-31$9,900,840
Value of total assets at beginning of year2019-12-31$9,900,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,757
Total interest from all sources2019-12-31$30,186
Total interest from all sources2019-12-31$30,186
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$186,007
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$186,007
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$186,007
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$186,007
Administrative expenses professional fees incurred2019-12-31$43,971
Administrative expenses professional fees incurred2019-12-31$43,971
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$256,491
Participant contributions at end of year2019-12-31$555,992
Participant contributions at beginning of year2019-12-31$517,808
Participant contributions at beginning of year2019-12-31$517,808
Participant contributions at end of year2019-12-31$4,504
Participant contributions at end of year2019-12-31$4,504
Participant contributions at beginning of year2019-12-31$3,714
Participant contributions at beginning of year2019-12-31$3,714
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$633
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$633
Administrative expenses (other) incurred2019-12-31$19,786
Administrative expenses (other) incurred2019-12-31$19,786
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$1,538,239
Value of net income/loss2019-12-31$1,538,239
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,439,079
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,439,079
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,900,840
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,900,840
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$8,016,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,173,776
Interest on participant loans2019-12-31$30,186
Interest on participant loans2019-12-31$30,186
Value of interest in common/collective trusts at end of year2019-12-31$2,832,896
Value of interest in common/collective trusts at end of year2019-12-31$2,832,896
Value of interest in common/collective trusts at beginning of year2019-12-31$2,967,286
Value of interest in common/collective trusts at beginning of year2019-12-31$2,967,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,419,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,419,063
Net investment gain or loss from common/collective trusts2019-12-31$64,889
Net investment gain or loss from common/collective trusts2019-12-31$64,889
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
Contributions received in cash from employer2019-12-31$1,034,176
Contributions received in cash from employer2019-12-31$1,034,176
Employer contributions (assets) at end of year2019-12-31$29,566
Employer contributions (assets) at beginning of year2019-12-31$238,256
Employer contributions (assets) at beginning of year2019-12-31$238,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,389,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,389,449
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 name2019-12-31COHENREZNICK, LLP
Accountancy firm name2019-12-31COHENREZNICK, LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,657,550
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,796,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,726,640
Expenses. Certain deemed distributions of participant loans2018-12-31$10,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,969,588
Value of total assets at end of year2018-12-31$9,900,840
Value of total assets at beginning of year2018-12-31$10,040,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,713
Total interest from all sources2018-12-31$25,009
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$329,993
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$329,993
Administrative expenses professional fees incurred2018-12-31$40,638
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$247,072
Participant contributions at end of year2018-12-31$517,808
Participant contributions at beginning of year2018-12-31$413,580
Participant contributions at end of year2018-12-31$3,714
Participant contributions at beginning of year2018-12-31$9,043
Administrative expenses (other) incurred2018-12-31$19,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-139,360
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,900,840
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,040,200
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$6,173,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,668,054
Interest on participant loans2018-12-31$25,009
Value of interest in common/collective trusts at end of year2018-12-31$2,967,286
Value of interest in common/collective trusts at beginning of year2018-12-31$2,709,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-720,226
Net investment gain or loss from common/collective trusts2018-12-31$53,186
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
Contributions received in cash from employer2018-12-31$1,722,516
Employer contributions (assets) at end of year2018-12-31$238,256
Employer contributions (assets) at beginning of year2018-12-31$239,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,726,640
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 name2018-12-31COHNREZNICK, LLP
Accountancy firm EIN2018-12-31221478099
2017 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$2,809,208
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,207,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,154,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,701,746
Value of total assets at end of year2017-12-31$10,040,200
Value of total assets at beginning of year2017-12-31$8,438,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,795
Total interest from all sources2017-12-31$15,917
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$229,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$229,192
Administrative expenses professional fees incurred2017-12-31$36,185
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$209,971
Participant contributions at end of year2017-12-31$413,580
Participant contributions at beginning of year2017-12-31$370,766
Participant contributions at end of year2017-12-31$9,043
Participant contributions at beginning of year2017-12-31$2,747
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$1,601,744
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,040,200
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,438,456
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
Investment advisory and management fees2017-12-31$16,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,668,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,266,489
Interest on participant loans2017-12-31$15,917
Value of interest in common/collective trusts at end of year2017-12-31$2,709,777
Value of interest in common/collective trusts at beginning of year2017-12-31$2,488,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$819,861
Net investment gain or loss from common/collective trusts2017-12-31$42,492
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,491,775
Employer contributions (assets) at end of year2017-12-31$239,746
Employer contributions (assets) at beginning of year2017-12-31$309,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,154,669
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 name2017-12-31COHNREZNICK, LLP
Accountancy firm EIN2017-12-31221478099
2016 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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$1,295,020
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,264,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,217,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$830,387
Value of total assets at end of year2016-12-31$8,438,456
Value of total assets at beginning of year2016-12-31$8,408,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,634
Total interest from all sources2016-12-31$16,737
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$177,382
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$177,382
Administrative expenses professional fees incurred2016-12-31$31,323
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$173,116
Participant contributions at end of year2016-12-31$370,766
Participant contributions at beginning of year2016-12-31$419,088
Participant contributions at end of year2016-12-31$2,747
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$30,414
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,438,456
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,408,042
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
Investment advisory and management fees2016-12-31$15,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,266,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,987,709
Interest on participant loans2016-12-31$16,737
Value of interest in common/collective trusts at end of year2016-12-31$2,488,567
Value of interest in common/collective trusts at beginning of year2016-12-31$2,891,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$232,174
Net investment gain or loss from common/collective trusts2016-12-31$38,340
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$657,271
Employer contributions (assets) at end of year2016-12-31$309,887
Employer contributions (assets) at beginning of year2016-12-31$109,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,217,972
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 name2016-12-31COHNREZNICK, LLP
Accountancy firm EIN2016-12-31221478099
2015 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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$1,107,270
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,605,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,555,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,079,027
Value of total assets at end of year2015-12-31$8,408,042
Value of total assets at beginning of year2015-12-31$8,906,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$49,744
Total interest from all sources2015-12-31$20,239
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$274,351
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$274,351
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$134,299
Participant contributions at end of year2015-12-31$419,088
Participant contributions at beginning of year2015-12-31$465,952
Participant contributions at beginning of year2015-12-31$2,529
Administrative expenses (other) incurred2015-12-31$33,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-498,325
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,408,042
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,906,367
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
Investment advisory and management fees2015-12-31$16,033
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,987,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,833,628
Interest on participant loans2015-12-31$20,239
Value of interest in common/collective trusts at end of year2015-12-31$2,891,353
Value of interest in common/collective trusts at beginning of year2015-12-31$3,406,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-304,828
Net investment gain or loss from common/collective trusts2015-12-31$38,481
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$944,728
Employer contributions (assets) at end of year2015-12-31$109,892
Employer contributions (assets) at beginning of year2015-12-31$198,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,555,851
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 name2015-12-31COHNREZNICK, LLP
Accountancy firm EIN2015-12-31221478099
2014 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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$1,923,588
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$965,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$919,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,589,429
Value of total assets at end of year2014-12-31$8,906,367
Value of total assets at beginning of year2014-12-31$7,948,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$46,130
Total interest from all sources2014-12-31$22,070
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$316,978
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$316,978
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$156,838
Participant contributions at end of year2014-12-31$465,952
Participant contributions at beginning of year2014-12-31$573,878
Participant contributions at end of year2014-12-31$2,529
Participant contributions at beginning of year2014-12-31$3,126
Administrative expenses (other) incurred2014-12-31$31,133
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$957,872
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,906,367
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,948,495
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
Investment advisory and management fees2014-12-31$14,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,833,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,087,575
Income. Interest from loans (other than to participants)2014-12-31$22,070
Value of interest in common/collective trusts at end of year2014-12-31$3,406,211
Value of interest in common/collective trusts at beginning of year2014-12-31$3,184,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-38,650
Net investment gain or loss from common/collective trusts2014-12-31$33,761
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$1,432,591
Employer contributions (assets) at end of year2014-12-31$198,047
Employer contributions (assets) at beginning of year2014-12-31$99,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$919,586
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 name2014-12-31COHNREZNICK, LLP
Accountancy firm EIN2014-12-31221478099
2013 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$1,605,460
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,425,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,390,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$710,771
Value of total assets at end of year2013-12-31$7,948,495
Value of total assets at beginning of year2013-12-31$7,768,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,350
Total interest from all sources2013-12-31$24,142
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$177,814
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$177,814
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$159,448
Participant contributions at end of year2013-12-31$573,878
Participant contributions at beginning of year2013-12-31$625,904
Participant contributions at end of year2013-12-31$3,126
Participant contributions at beginning of year2013-12-31$2,704
Administrative expenses (other) incurred2013-12-31$31,706
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$179,749
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,948,495
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,768,746
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
Investment advisory and management fees2013-12-31$3,644
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,087,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,069,872
Interest on participant loans2013-12-31$24,142
Value of interest in common/collective trusts at end of year2013-12-31$3,184,591
Value of interest in common/collective trusts at beginning of year2013-12-31$3,999,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$656,084
Net investment gain or loss from common/collective trusts2013-12-31$36,649
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$551,323
Employer contributions (assets) at end of year2013-12-31$99,325
Employer contributions (assets) at beginning of year2013-12-31$70,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,390,361
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 name2013-12-31WATKINS MEEGAN LLC
Accountancy firm EIN2013-12-31052197695
2012 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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$1,066,413
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,137,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,106,510
Expenses. Certain deemed distributions of participant loans2012-12-31$16,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$567,304
Value of total assets at end of year2012-12-31$7,768,746
Value of total assets at beginning of year2012-12-31$8,839,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,132
Total interest from all sources2012-12-31$27,098
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$99,262
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$99,262
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$152,975
Participant contributions at end of year2012-12-31$625,904
Participant contributions at beginning of year2012-12-31$692,203
Participant contributions at end of year2012-12-31$2,704
Participant contributions at beginning of year2012-12-31$7,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,446
Administrative expenses (other) incurred2012-12-31$15,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,071,236
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,768,746
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,839,982
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$7,069,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,679,896
Interest on participant loans2012-12-31$27,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,334,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$372,749
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$414,329
Employer contributions (assets) at end of year2012-12-31$70,879
Employer contributions (assets) at beginning of year2012-12-31$118,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,106,510
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 name2012-12-31WATKINS MEEGAN LLC
Accountancy firm EIN2012-12-31521297695
2011 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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$1,359,981
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$971,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$841,215
Expenses. Certain deemed distributions of participant loans2011-12-31$123,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,040,384
Value of total assets at end of year2011-12-31$8,839,982
Value of total assets at beginning of year2011-12-31$8,451,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,005
Total interest from all sources2011-12-31$139,367
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$500,000
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$181,646
Participant contributions at end of year2011-12-31$692,203
Participant contributions at beginning of year2011-12-31$716,179
Participant contributions at end of year2011-12-31$7,123
Participant contributions at beginning of year2011-12-31$75
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$508
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$8,921
Other income not declared elsewhere2011-12-31$274,311
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$388,339
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,839,982
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,451,643
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$3,679,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,779,852
Interest on participant loans2011-12-31$26,794
Interest earned on other investments2011-12-31$112,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,334,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,683,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-94,081
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$858,230
Employer contributions (assets) at end of year2011-12-31$118,366
Employer contributions (assets) at beginning of year2011-12-31$262,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$841,215
Contract administrator fees2011-12-31$7,005
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 name2011-12-31WATKINS MEEGAN LLC
Accountancy firm EIN2011-12-31521297695
2010 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,282,432
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,847,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,684,604
Expenses. Certain deemed distributions of participant loans2010-12-31$150,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,672,364
Value of total assets at end of year2010-12-31$8,451,643
Value of total assets at beginning of year2010-12-31$8,017,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,995
Total interest from all sources2010-12-31$144,714
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$236,738
Participant contributions at end of year2010-12-31$716,179
Participant contributions at beginning of year2010-12-31$269,869
Participant contributions at end of year2010-12-31$75
Participant contributions at beginning of year2010-12-31$4,104
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$27,049
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$8,921
Other income not declared elsewhere2010-12-31$56,563
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$434,609
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,451,643
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,017,034
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$3,779,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,236,509
Interest on participant loans2010-12-31$27,353
Interest earned on other investments2010-12-31$117,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,683,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,107,856
Net investment gain/loss from pooled separate accounts2010-12-31$408,791
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,408,577
Employer contributions (assets) at end of year2010-12-31$262,640
Employer contributions (assets) at beginning of year2010-12-31$398,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,684,604
Contract administrator fees2010-12-31$12,995
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 name2010-12-31WATKINS MEEGAN LLC
Accountancy firm EIN2010-12-31521297695
2009 : L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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 L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN

2022: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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 filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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 planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: L. R. WILLSON & SONS, INC. EMPLOYEE RETIREMENT 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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