| Plan Name | MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | PATRICIA NELSON & KIRK CLAUSEN | 2024-09-23 | ||
| 001 | 2022-01-01 | PATRICIA V NELSON | 2023-06-22 | ||
| 001 | 2021-01-01 | PATRICIA V NELSON | 2022-06-20 | ||
| 001 | 2020-01-01 | PATRICIA V NELSON | 2021-06-23 | ||
| 001 | 2019-01-01 | PATRICIA V NELSON | 2020-04-20 | ||
| 001 | 2018-01-01 | PATRICIA V NELSON | 2019-08-30 | PATRICIA V NELSON | 2019-08-30 |
| 001 | 2017-01-01 | PATRICIA V NELSON | 2018-05-25 | PATRICIA V NELSON | 2018-07-19 |
| 001 | 2016-01-01 | PATRICIA V NELSON | 2017-10-03 | ||
| 001 | 2015-01-01 | PATRICIA V NELSON | 2016-10-17 | ||
| 001 | 2014-01-01 | P V NELSON | |||
| 001 | 2013-01-01 | P V NELSON | |||
| 001 | 2012-01-01 | P V NELSON | |||
| 001 | 2011-01-01 | P V NELSON | |||
| 001 | 2010-01-01 | P V NELSON | |||
| 001 | 2009-01-01 | PATRICIA NELSON |
| Measure | Date | Value |
|---|---|---|
| 2025 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-30 | 86806 |
| Net assets as of the end of the plan year | 2025-09-30 | 2533404 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 2145507 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 100000 |
| Participant contributions to plan in this plan year | 2025-09-30 | 79429 |
| Value of participant loans at end of plan year | 2025-09-30 | 72379 |
| Other expenses paid from plan in this plan year | 2025-09-30 | 0 |
| Other contributions to plan in this plan year | 2025-09-30 | 0 |
| Other income to plan in this plan year | 2025-09-30 | 329520 |
| Plan net income in this plan year | 2025-09-30 | 387897 |
| Net assets as of the end of the plan year | 2025-09-30 | 2533404 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 2145507 |
| Employer contributions to plan in this plan year | 2025-09-30 | 65754 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 10501 |
| 2024 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-23 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-23 | 59610 |
| Net assets as of the end of the plan year | 2024-09-23 | 2145507 |
| Total assets as of the beginning of the plan year | 2024-09-23 | 1665601 |
| Value of plan covered by a fidelity bond | 2024-09-23 | 100000 |
| Participant contributions to plan in this plan year | 2024-09-23 | 118515 |
| Value of participant loans at end of plan year | 2024-09-23 | 85123 |
| Other expenses paid from plan in this plan year | 2024-09-23 | 0 |
| Other contributions to plan in this plan year | 2024-09-23 | 0 |
| Other income to plan in this plan year | 2024-09-23 | 329980 |
| Plan net income in this plan year | 2024-09-23 | 479906 |
| Net assets as of the end of the plan year | 2024-09-23 | 2145507 |
| Net assets as of the beginning of the plan year | 2024-09-23 | 1665601 |
| Employer contributions to plan in this plan year | 2024-09-23 | 91021 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-23 | 8214 |
| 2014 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $43,127 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $41,203 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $255 |
| Value of total corrective distributions | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $96,366 |
| Value of total assets at end of year | 2014-12-31 | $1,006,889 |
| Value of total assets at beginning of year | 2014-12-31 | $896,125 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,669 |
| Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $72,353 |
| Participant contributions at end of year | 2014-12-31 | $26,828 |
| Participant contributions at beginning of year | 2014-12-31 | $11,300 |
| Participant contributions at end of year | 2014-12-31 | $3,015 |
| Participant contributions at beginning of year | 2014-12-31 | $3,823 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $8,068 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $581 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $183 |
| Other income not declared elsewhere | 2014-12-31 | $620 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $942,883 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $872,380 |
| Interest on participant loans | 2014-12-31 | $974 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $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 year | 2014-12-31 | $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 assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $24,013 |
| Employer contributions (assets) at end of year | 2014-12-31 | $1,004 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $992 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $41,203 |
| Contract administrator fees | 2014-12-31 | $1,669 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | DIXON HUGHES GOODMAN LLC |
| Accountancy firm EIN | 2014-12-31 | 540640067 |
| 2013 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $144,408 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $896,125 |
| Value of total assets at beginning of year | 2013-12-31 | $790,857 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $69,845 |
| Participant contributions at end of year | 2013-12-31 | $11,300 |
| Participant contributions at beginning of year | 2013-12-31 | $14,930 |
| Participant contributions at end of year | 2013-12-31 | $3,823 |
| Participant contributions at beginning of year | 2013-12-31 | $1,918 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $7,447 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $7,320 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $183 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $210 |
| Other income not declared elsewhere | 2013-12-31 | $127 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $872,380 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $765,559 |
| Interest on participant loans | 2013-12-31 | $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 assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $23,334 |
| Employer contributions (assets) at end of year | 2013-12-31 | $992 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $920 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $144,408 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | DIXON, HUGHES GOODMAN LLC |
| Accountancy firm EIN | 2013-12-31 | 540640067 |
| 2012 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $10,925 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,274 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $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 year | 2012-12-31 | $790,857 |
| Value of total assets at beginning of year | 2012-12-31 | $658,755 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $49,715 |
| Participant contributions at end of year | 2012-12-31 | $14,930 |
| Participant contributions at beginning of year | 2012-12-31 | $21,116 |
| Participant contributions at end of year | 2012-12-31 | $1,918 |
| Participant contributions at beginning of year | 2012-12-31 | $3,767 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $7,320 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $7,171 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $210 |
| Other income not declared elsewhere | 2012-12-31 | $149 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $765,559 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $625,136 |
| Interest on participant loans | 2012-12-31 | $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 assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $21,187 |
| Employer contributions (assets) at end of year | 2012-12-31 | $920 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,565 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $9,274 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | DIXON HUGHES GOODMAN, LLP |
| Accountancy firm EIN | 2012-12-31 | 540640067 |
| 2011 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $75,032 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $74,235 |
| Value of total corrective distributions | 2011-12-31 | $397 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $63,630 |
| Value of total assets at end of year | 2011-12-31 | $658,755 |
| Value of total assets at beginning of year | 2011-12-31 | $687,595 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $400 |
| Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $45,040 |
| Participant contributions at end of year | 2011-12-31 | $21,116 |
| Participant contributions at beginning of year | 2011-12-31 | $2,552 |
| Participant contributions at end of year | 2011-12-31 | $3,767 |
| Participant contributions at beginning of year | 2011-12-31 | $3,972 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $7,171 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $7,058 |
| Other income not declared elsewhere | 2011-12-31 | $113 |
| Administrative expenses (other) incurred | 2011-12-31 | $400 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $397 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $625,136 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $672,439 |
| Interest on participant loans | 2011-12-31 | $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 assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $18,590 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,565 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $1,574 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $74,235 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | DIXON HUGHES GOODMAN LLP |
| Accountancy firm EIN | 2011-12-31 | 540640067 |
| 2010 : MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2010 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $59,081 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $58,434 |
| Value of total corrective distributions | 2010-12-31 | $397 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $64,179 |
| Value of total assets at end of year | 2010-12-31 | $687,595 |
| Value of total assets at beginning of year | 2010-12-31 | $620,637 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $250 |
| Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $45,991 |
| Participant contributions at end of year | 2010-12-31 | $2,552 |
| Participant contributions at beginning of year | 2010-12-31 | $3,535 |
| Participant contributions at end of year | 2010-12-31 | $3,972 |
| Participant contributions at beginning of year | 2010-12-31 | $3,796 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $7,058 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $6,921 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $174 |
| Other income not declared elsewhere | 2010-12-31 | $137 |
| Administrative expenses (other) incurred | 2010-12-31 | $250 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $397 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $672,439 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $604,637 |
| Interest on participant loans | 2010-12-31 | $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 assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $18,188 |
| Employer contributions (assets) at end of year | 2010-12-31 | $1,574 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,574 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $58,434 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | GOODMAN & COMPANY |
| Accountancy firm EIN | 2010-12-31 | 540640067 |
| 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 securities | 2009-12-31 | $0 |
| 2014: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2014 form 5500 responses | ||
|---|---|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MASSEY, WOOD & WEST, INC. RETIREMENT & SAVINGS PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 ) | |
| Policy contract number | FB0244182,55043 |
| Policy instance | 1 |
| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 ) | |
| Policy contract number | FB0244182,55043 |
| Policy instance | 1 |
| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 ) | |
| Policy contract number | FB0244182,55043 |
| Policy instance | 1 |
| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 ) | |
| Policy contract number | FB0244182,55043 |
| Policy instance | 1 |
| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 ) | |
| Policy contract number | FB0244182,55043 |
| Policy instance | 1 |