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MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 401k Plan overview

Plan NameMASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN
Plan identification number 001

MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Life insurance

401k Sponsoring company profile

MASSEY, WOOD & WEST, INC. has sponsored the creation of one or more 401k plans.

Company Name:MASSEY, WOOD & WEST, INC.
Employer identification number (EIN):540295240
NAIC Classification:454310
NAIC Description:Fuel Dealers

Additional information about MASSEY, WOOD & WEST, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1928-10-23
Company Identification Number: 0029605
Legal Registered Office Address: 1713 WESTWOOD AVE

RICHMOND
United States of America (USA)
23227

More information about MASSEY, WOOD & WEST, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PATRICIA NELSON & KIRK CLAUSEN2024-09-23
0012022-01-01PATRICIA V NELSON2023-06-22
0012021-01-01PATRICIA V NELSON2022-06-20
0012020-01-01PATRICIA V NELSON2021-06-23
0012019-01-01PATRICIA V NELSON2020-04-20
0012018-01-01PATRICIA V NELSON2019-08-30 PATRICIA V NELSON2019-08-30
0012017-01-01PATRICIA V NELSON2018-05-25 PATRICIA V NELSON2018-07-19
0012016-01-01PATRICIA V NELSON2017-10-03
0012015-01-01PATRICIA V NELSON2016-10-17
0012014-01-01P V NELSON
0012013-01-01P V NELSON
0012012-01-01P V NELSON
0012011-01-01P V NELSON
0012010-01-01P V NELSON
0012009-01-01PATRICIA NELSON

Financial Data on MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN

Measure Date Value
2025 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-3086806
Net assets as of the end of the plan year2025-09-302533404
Total assets as of the beginning of the plan year2025-09-302145507
Value of plan covered by a fidelity bond2025-09-30100000
Participant contributions to plan in this plan year2025-09-3079429
Value of participant loans at end of plan year2025-09-3072379
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-30329520
Plan net income in this plan year2025-09-30387897
Net assets as of the end of the plan year2025-09-302533404
Net assets as of the beginning of the plan year2025-09-302145507
Employer contributions to plan in this plan year2025-09-3065754
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-3010501
2024 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-230
Total liabilities as of the end of the plan year2024-09-230
Total liabilities as of the beginning of the plan year2024-09-230
Total expenses incurred by plan in this plan year2024-09-2359610
Net assets as of the end of the plan year2024-09-232145507
Total assets as of the beginning of the plan year2024-09-231665601
Value of plan covered by a fidelity bond2024-09-23100000
Participant contributions to plan in this plan year2024-09-23118515
Value of participant loans at end of plan year2024-09-2385123
Other expenses paid from plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-23329980
Plan net income in this plan year2024-09-23479906
Net assets as of the end of the plan year2024-09-232145507
Net assets as of the beginning of the plan year2024-09-231665601
Employer contributions to plan in this plan year2024-09-2391021
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-238214
2014 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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$153,891
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$43,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$41,203
Expenses. Certain deemed distributions of participant loans2014-12-31$255
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$96,366
Value of total assets at end of year2014-12-31$1,006,889
Value of total assets at beginning of year2014-12-31$896,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,669
Total interest from all sources2014-12-31$693
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$100,000
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$72,353
Participant contributions at end of year2014-12-31$26,828
Participant contributions at beginning of year2014-12-31$11,300
Participant contributions at end of year2014-12-31$3,015
Participant contributions at beginning of year2014-12-31$3,823
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,068
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,447
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$183
Other income not declared elsewhere2014-12-31$620
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$110,764
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,006,889
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$896,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$942,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$872,380
Interest on participant loans2014-12-31$974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$24,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$56,212
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$24,013
Employer contributions (assets) at end of year2014-12-31$1,004
Employer contributions (assets) at beginning of year2014-12-31$992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$41,203
Contract administrator fees2014-12-31$1,669
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 name2014-12-31DIXON HUGHES GOODMAN LLC
Accountancy firm EIN2014-12-31540640067
2013 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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$249,676
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$144,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$144,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$93,179
Value of total assets at end of year2013-12-31$896,125
Value of total assets at beginning of year2013-12-31$790,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$544
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$100,000
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$69,845
Participant contributions at end of year2013-12-31$11,300
Participant contributions at beginning of year2013-12-31$14,930
Participant contributions at end of year2013-12-31$3,823
Participant contributions at beginning of year2013-12-31$1,918
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,447
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,320
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$210
Other income not declared elsewhere2013-12-31$127
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$105,268
Value of net assets at end of year (total assets less liabilities)2013-12-31$896,125
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$790,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$872,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$765,559
Interest on participant loans2013-12-31$544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$155,826
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$23,334
Employer contributions (assets) at end of year2013-12-31$992
Employer contributions (assets) at beginning of year2013-12-31$920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$144,408
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 name2013-12-31DIXON, HUGHES GOODMAN LLC
Accountancy firm EIN2013-12-31540640067
2012 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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$143,027
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,274
Expenses. Certain deemed distributions of participant loans2012-12-31$1,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$70,902
Value of total assets at end of year2012-12-31$790,857
Value of total assets at beginning of year2012-12-31$658,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$730
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$100,000
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$49,715
Participant contributions at end of year2012-12-31$14,930
Participant contributions at beginning of year2012-12-31$21,116
Participant contributions at end of year2012-12-31$1,918
Participant contributions at beginning of year2012-12-31$3,767
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,320
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$210
Other income not declared elsewhere2012-12-31$149
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$132,102
Value of net assets at end of year (total assets less liabilities)2012-12-31$790,857
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$658,755
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$765,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$625,136
Interest on participant loans2012-12-31$730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$71,246
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$21,187
Employer contributions (assets) at end of year2012-12-31$920
Employer contributions (assets) at beginning of year2012-12-31$1,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,274
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 name2012-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2012-12-31540640067
2011 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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$397
Total income from all sources (including contributions)2011-12-31$46,589
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$75,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$74,235
Value of total corrective distributions2011-12-31$397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$63,630
Value of total assets at end of year2011-12-31$658,755
Value of total assets at beginning of year2011-12-31$687,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$400
Total interest from all sources2011-12-31$696
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$45,040
Participant contributions at end of year2011-12-31$21,116
Participant contributions at beginning of year2011-12-31$2,552
Participant contributions at end of year2011-12-31$3,767
Participant contributions at beginning of year2011-12-31$3,972
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,171
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$7,058
Other income not declared elsewhere2011-12-31$113
Administrative expenses (other) incurred2011-12-31$400
Liabilities. Value of operating payables at beginning of year2011-12-31$397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-28,443
Value of net assets at end of year (total assets less liabilities)2011-12-31$658,755
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$687,198
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$625,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$672,439
Interest on participant loans2011-12-31$696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-17,850
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$18,590
Employer contributions (assets) at end of year2011-12-31$1,565
Employer contributions (assets) at beginning of year2011-12-31$1,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$74,235
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 name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31540640067
2010 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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$397
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$125,642
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$59,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$58,434
Value of total corrective distributions2010-12-31$397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$64,179
Value of total assets at end of year2010-12-31$687,595
Value of total assets at beginning of year2010-12-31$620,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$250
Total interest from all sources2010-12-31$123
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$100,000
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$45,991
Participant contributions at end of year2010-12-31$2,552
Participant contributions at beginning of year2010-12-31$3,535
Participant contributions at end of year2010-12-31$3,972
Participant contributions at beginning of year2010-12-31$3,796
Assets. Other investments not covered elsewhere at end of year2010-12-31$7,058
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$6,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$174
Other income not declared elsewhere2010-12-31$137
Administrative expenses (other) incurred2010-12-31$250
Liabilities. Value of operating payables at end of year2010-12-31$397
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$66,561
Value of net assets at end of year (total assets less liabilities)2010-12-31$687,198
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$620,637
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$672,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$604,637
Interest on participant loans2010-12-31$123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$61,203
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$18,188
Employer contributions (assets) at end of year2010-12-31$1,574
Employer contributions (assets) at beginning of year2010-12-31$1,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$58,434
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 name2010-12-31GOODMAN & COMPANY
Accountancy firm EIN2010-12-31540640067
2009 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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 MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN

2014: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS 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

Insurance Providers Used on plan

PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberFB0244182,55043
Policy instance 1
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberFB0244182,55043
Policy instance 1
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberFB0244182,55043
Policy instance 1
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberFB0244182,55043
Policy instance 1
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberFB0244182,55043
Policy instance 1

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