WYRICK ROBBINS YATES & PONTON LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $3,111 |
Total income from all sources (including contributions) | 2022-12-31 | $-9,071,882 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,434,210 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,275,027 |
Value of total corrective distributions | 2022-12-31 | $9,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,967,162 |
Value of total assets at end of year | 2022-12-31 | $70,432,327 |
Value of total assets at beginning of year | 2022-12-31 | $84,941,530 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $149,288 |
Total interest from all sources | 2022-12-31 | $3,199 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,093,372 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,093,372 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,572,058 |
Participant contributions at end of year | 2022-12-31 | $57,417 |
Participant contributions at beginning of year | 2022-12-31 | $77,789 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $14,456 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $5,196,074 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $5,438,129 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $35,707 |
Other income not declared elsewhere | 2022-12-31 | $-475,072 |
Administrative expenses (other) incurred | 2022-12-31 | $58,112 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $3,111 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-14,506,092 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $70,432,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $84,938,419 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $91,176 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $57,423,338 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $70,541,722 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $5,396,101 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $6,597,103 |
Interest on participant loans | 2022-12-31 | $3,199 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-15,795,167 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $134,624 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,359,397 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,359,397 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,272,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,275,027 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BATCHELOR, TILLERY & ROBERTS, LLP |
Accountancy firm EIN | 2022-12-31 | 561750124 |
2021 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,111 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,391 |
Total income from all sources (including contributions) | 2021-12-31 | $15,336,758 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,481,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,292,431 |
Value of total corrective distributions | 2021-12-31 | $6,236 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,889,130 |
Value of total assets at end of year | 2021-12-31 | $84,941,530 |
Value of total assets at beginning of year | 2021-12-31 | $75,087,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $182,783 |
Total interest from all sources | 2021-12-31 | $4,273 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,263,430 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $5,263,430 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,322,848 |
Participant contributions at end of year | 2021-12-31 | $77,789 |
Participant contributions at beginning of year | 2021-12-31 | $97,766 |
Participant contributions at end of year | 2021-12-31 | $14,456 |
Participant contributions at beginning of year | 2021-12-31 | $8,994 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $5,438,129 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $4,527,848 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $293,951 |
Other income not declared elsewhere | 2021-12-31 | $543,280 |
Administrative expenses (other) incurred | 2021-12-31 | $66,884 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $3,111 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $4,391 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $9,855,308 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $84,938,419 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $75,083,111 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $115,899 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $70,541,722 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $61,108,789 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $6,597,103 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $7,298,917 |
Interest on participant loans | 2021-12-31 | $4,273 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,500,483 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $136,162 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,272,331 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,272,331 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,045,188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,292,431 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BATCHELOR, TILLERY & ROBERTS, LLP |
Accountancy firm EIN | 2021-12-31 | 561750124 |
2020 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,391 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,870 |
Total income from all sources (including contributions) | 2020-12-31 | $14,174,351 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,705,503 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,514,911 |
Value of total corrective distributions | 2020-12-31 | $5,451 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,362,291 |
Value of total assets at end of year | 2020-12-31 | $75,087,502 |
Value of total assets at beginning of year | 2020-12-31 | $62,617,133 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $185,141 |
Total interest from all sources | 2020-12-31 | $5,764 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,924,837 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,924,837 |
Administrative expenses professional fees incurred | 2020-12-31 | $9,945 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,209,592 |
Participant contributions at end of year | 2020-12-31 | $97,766 |
Participant contributions at beginning of year | 2020-12-31 | $92,510 |
Participant contributions at end of year | 2020-12-31 | $8,994 |
Participant contributions at beginning of year | 2020-12-31 | $6,245 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $4,527,848 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $3,410,942 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $107,511 |
Other income not declared elsewhere | 2020-12-31 | $474,446 |
Administrative expenses (other) incurred | 2020-12-31 | $57,869 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $4,391 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $2,870 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $12,468,848 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $75,083,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $62,614,263 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $117,327 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $61,108,789 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $51,140,453 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $7,298,917 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $6,198,048 |
Interest on participant loans | 2020-12-31 | $5,764 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,257,776 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $149,237 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,045,188 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,045,188 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,768,935 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,514,911 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BATCHELOR, TILLERY & ROBERTS, LLP |
Accountancy firm EIN | 2020-12-31 | 561750124 |
2019 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,870 |
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 | $15,154,329 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,927,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,800,793 |
Value of total corrective distributions | 2019-12-31 | $3,375 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,196,368 |
Value of total assets at end of year | 2019-12-31 | $62,617,133 |
Value of total assets at beginning of year | 2019-12-31 | $49,387,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $123,570 |
Total interest from all sources | 2019-12-31 | $6,006 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,097,826 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,097,826 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,069,501 |
Participant contributions at end of year | 2019-12-31 | $92,510 |
Participant contributions at beginning of year | 2019-12-31 | $165,315 |
Participant contributions at end of year | 2019-12-31 | $6,245 |
Participant contributions at beginning of year | 2019-12-31 | $1,210 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $3,410,942 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $2,877,755 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $357,932 |
Other income not declared elsewhere | 2019-12-31 | $619,104 |
Administrative expenses (other) incurred | 2019-12-31 | $62,300 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $2,870 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $13,226,591 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $62,614,263 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $49,387,672 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $61,270 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $51,140,453 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $38,954,074 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $6,198,048 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,619,861 |
Interest on participant loans | 2019-12-31 | $6,006 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,090,845 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $144,180 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,768,935 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,768,935 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,769,457 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,800,793 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BATCHELOR, TILLERY & ROBERTS, LLP |
Accountancy firm EIN | 2019-12-31 | 561750124 |
2018 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $1,670,838 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,219,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,074,030 |
Value of total corrective distributions | 2018-12-31 | $1,104 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,053,794 |
Value of total assets at end of year | 2018-12-31 | $49,387,672 |
Value of total assets at beginning of year | 2018-12-31 | $51,936,590 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $144,622 |
Total interest from all sources | 2018-12-31 | $6,231 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $6,418,360 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $6,418,360 |
Administrative expenses professional fees incurred | 2018-12-31 | $3,353 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,977,440 |
Participant contributions at end of year | 2018-12-31 | $165,315 |
Participant contributions at beginning of year | 2018-12-31 | $152,814 |
Participant contributions at end of year | 2018-12-31 | $1,210 |
Participant contributions at beginning of year | 2018-12-31 | $21,821 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $2,877,755 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $2,722,446 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $306,897 |
Other income not declared elsewhere | 2018-12-31 | $-118,586 |
Administrative expenses (other) incurred | 2018-12-31 | $39,143 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,548,918 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $49,387,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $51,936,590 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $102,126 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $38,954,074 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $43,173,636 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $5,619,861 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $4,189,956 |
Interest on participant loans | 2018-12-31 | $6,231 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,783,453 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $94,492 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,769,457 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,769,457 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,675,917 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,074,030 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BATCHELOR, TILLERY & ROBERTS, LLP |
Accountancy firm EIN | 2018-12-31 | 561750124 |
2017 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $2,436 |
Total income from all sources (including contributions) | 2017-12-31 | $11,189,116 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,581,702 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,561,687 |
Value of total corrective distributions | 2017-12-31 | $2,161 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,677,427 |
Value of total assets at end of year | 2017-12-31 | $51,936,590 |
Value of total assets at beginning of year | 2017-12-31 | $45,331,612 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $17,854 |
Total interest from all sources | 2017-12-31 | $269,673 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,372,246 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,372,246 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,823,129 |
Participant contributions at end of year | 2017-12-31 | $152,814 |
Participant contributions at beginning of year | 2017-12-31 | $164,199 |
Participant contributions at end of year | 2017-12-31 | $21,821 |
Participant contributions at beginning of year | 2017-12-31 | $17,795 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $2,722,446 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,670,150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $178,381 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $2,436 |
Other income not declared elsewhere | 2017-12-31 | $307,170 |
Administrative expenses (other) incurred | 2017-12-31 | $373 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,607,414 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $51,936,590 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $45,329,176 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $17,481 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $43,173,636 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $35,872,658 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $4,189,956 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $6,145,255 |
Interest on participant loans | 2017-12-31 | $6,747 |
Interest earned on other investments | 2017-12-31 | $262,926 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,467,405 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $95,195 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,675,917 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,675,917 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,461,555 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,561,687 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BATCHELOR, TILLERY & ROBERTS, LLP |
Accountancy firm EIN | 2017-12-31 | 561750124 |
2016 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,436 |
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 | $5,756,493 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,609,279 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,593,730 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,246,099 |
Value of total assets at end of year | 2016-12-31 | $45,331,612 |
Value of total assets at beginning of year | 2016-12-31 | $41,181,962 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,549 |
Total interest from all sources | 2016-12-31 | $6,163 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,454,854 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,454,854 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,606,697 |
Participant contributions at end of year | 2016-12-31 | $164,199 |
Participant contributions at beginning of year | 2016-12-31 | $144,820 |
Participant contributions at end of year | 2016-12-31 | $17,795 |
Participant contributions at beginning of year | 2016-12-31 | $5,726 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,670,150 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,437,425 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $177,847 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $2,436 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $111,217 |
Administrative expenses (other) incurred | 2016-12-31 | $307 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,147,214 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $45,329,176 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $41,181,962 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $15,242 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $35,872,658 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $32,352,535 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $6,145,255 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $5,904,913 |
Interest on participant loans | 2016-12-31 | $6,163 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $828,268 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $109,892 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,461,555 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,461,555 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,336,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,593,730 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BATCHELOR, TILLERY & ROBERTS, LLP |
Accountancy firm EIN | 2016-12-31 | 561750124 |
2015 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $1,380 |
Total income from all sources (including contributions) | 2015-12-31 | $2,457,055 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $457,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $440,147 |
Value of total corrective distributions | 2015-12-31 | $2,545 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,923,640 |
Value of total assets at end of year | 2015-12-31 | $41,181,962 |
Value of total assets at beginning of year | 2015-12-31 | $39,183,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $14,702 |
Total interest from all sources | 2015-12-31 | $3,377 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,633,383 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,633,383 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,440,816 |
Participant contributions at end of year | 2015-12-31 | $144,820 |
Participant contributions at beginning of year | 2015-12-31 | $79,104 |
Participant contributions at end of year | 2015-12-31 | $5,726 |
Participant contributions at beginning of year | 2015-12-31 | $7,943 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,437,425 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $1,350,653 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $146,602 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $1,380 |
Other income not declared elsewhere | 2015-12-31 | $-38,208 |
Administrative expenses (other) incurred | 2015-12-31 | $375 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,999,661 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $41,181,962 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $39,182,301 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $14,327 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $32,352,535 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $30,564,084 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $5,904,913 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $5,980,614 |
Interest on participant loans | 2015-12-31 | $3,377 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,152,394 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $87,257 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,336,222 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,336,543 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,201,283 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $440,147 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BATCHELOR, TILLERY & ROBERTS LLP |
Accountancy firm EIN | 2015-12-31 | 561750124 |
2014 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING 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 | $1,380 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $54,063 |
Total income from all sources (including contributions) | 2014-12-31 | $5,970,128 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,921,131 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,871,315 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $1,498 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,805,025 |
Value of total assets at end of year | 2014-12-31 | $39,183,681 |
Value of total assets at beginning of year | 2014-12-31 | $35,187,367 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $48,318 |
Total interest from all sources | 2014-12-31 | $2,047 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,099,240 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,099,240 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
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 | $1,365,506 |
Participant contributions at end of year | 2014-12-31 | $79,104 |
Participant contributions at beginning of year | 2014-12-31 | $54,553 |
Participant contributions at end of year | 2014-12-31 | $7,943 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,350,653 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $1,136,296 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $217,072 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $11,968 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $1,380 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $54,063 |
Other income not declared elsewhere | 2014-12-31 | $51,099 |
Administrative expenses (other) incurred | 2014-12-31 | $38,051 |
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 | $4,048,997 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $39,182,301 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $35,133,304 |
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 |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $7,302 |
Investment advisory and management fees | 2014-12-31 | $10,267 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $30,564,084 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $28,905,636 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $5,980,614 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $2,047 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $5,071,612 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-94,818 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $107,535 |
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 | Yes |
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 | $2,222,447 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,201,283 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,871,315 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
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 | BATCHELOR, TILLERY & ROBERTS LLP |
Accountancy firm EIN | 2014-12-31 | 561750124 |
2013 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,409 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,409 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $54,063 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,219 |
Total income from all sources (including contributions) | 2013-12-31 | $7,640,853 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,789,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,769,057 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,193,832 |
Value of total assets at end of year | 2013-12-31 | $35,187,367 |
Value of total assets at beginning of year | 2013-12-31 | $31,286,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $20,103 |
Total interest from all sources | 2013-12-31 | $2,546 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $385,278 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $385,278 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $1,173,773 |
Participant contributions at end of year | 2013-12-31 | $54,553 |
Participant contributions at beginning of year | 2013-12-31 | $66,221 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $1,136,296 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,679,426 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,825 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $11,968 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $17,503 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $54,063 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $5,219 |
Other income not declared elsewhere | 2013-12-31 | $373,096 |
Administrative expenses (other) incurred | 2013-12-31 | $13,431 |
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 | $3,851,693 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $35,133,304 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $31,281,611 |
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 |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $7,302 |
Investment advisory and management fees | 2013-12-31 | $6,672 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $28,905,636 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $25,798,138 |
Interest on participant loans | 2013-12-31 | $2,477 |
Interest earned on other investments | 2013-12-31 | $69 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $5,071,612 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,725,542 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,712,106 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-27,414 |
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 | Yes |
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 | $1,018,234 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,769,057 |
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 | BATCHELOR, TILLERY & ROBERTS LLP |
Accountancy firm EIN | 2013-12-31 | 561750124 |
2012 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING 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 | $5,219 |
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 | $5,829,850 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,074,408 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,060,788 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,498 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,238,571 |
Value of total assets at end of year | 2012-12-31 | $31,286,830 |
Value of total assets at beginning of year | 2012-12-31 | $26,526,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $12,122 |
Total interest from all sources | 2012-12-31 | $3,209 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $523,397 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $523,397 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $1,084,107 |
Participant contributions at end of year | 2012-12-31 | $66,221 |
Participant contributions at beginning of year | 2012-12-31 | $89,388 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,679,426 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $796,578 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $202,533 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $17,503 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $21,917 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $5,219 |
Other income not declared elsewhere | 2012-12-31 | $142,363 |
Administrative expenses (other) incurred | 2012-12-31 | $8,864 |
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 | $4,755,442 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $31,281,611 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $26,526,169 |
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 |
Investment advisory and management fees | 2012-12-31 | $3,258 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $25,798,138 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $22,014,511 |
Interest on participant loans | 2012-12-31 | $3,209 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,725,542 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,603,775 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,807,156 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $115,154 |
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 | Yes |
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 | $951,931 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,060,788 |
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 | BATCHELOR, TILLERY & ROBERTS LLP |
Accountancy firm EIN | 2012-12-31 | 561750124 |
2011 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING 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 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,174,506 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,172,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,164,342 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,980,282 |
Value of total assets at end of year | 2011-12-31 | $26,526,169 |
Value of total assets at beginning of year | 2011-12-31 | $26,523,772 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,767 |
Total interest from all sources | 2011-12-31 | $6,322 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $640,342 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $640,342 |
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 | $1,050,104 |
Participant contributions at end of year | 2011-12-31 | $89,388 |
Participant contributions at beginning of year | 2011-12-31 | $139,288 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $796,578 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $588,235 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $21,917 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $40,647 |
Other income not declared elsewhere | 2011-12-31 | $24,647 |
Administrative expenses (other) incurred | 2011-12-31 | $7,767 |
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 | $2,397 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $26,526,169 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $26,523,772 |
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 | $22,014,511 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $23,099,446 |
Interest on participant loans | 2011-12-31 | $6,322 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,603,775 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,656,156 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,605,260 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $128,173 |
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 | $930,178 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,164,342 |
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 | BATCHELOR, TILLERY & ROBERTS LLP |
Accountancy firm EIN | 2011-12-31 | 561750124 |
2010 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING 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 | $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 | $5,213,043 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $173,408 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $173,033 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,033,640 |
Value of total assets at end of year | 2010-12-31 | $26,523,772 |
Value of total assets at beginning of year | 2010-12-31 | $21,484,137 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $375 |
Total interest from all sources | 2010-12-31 | $9,067 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $463,329 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $463,329 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 | $1,142,019 |
Participant contributions at end of year | 2010-12-31 | $139,288 |
Participant contributions at beginning of year | 2010-12-31 | $105,308 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $588,235 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $525,883 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,063 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $40,647 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $16,240 |
Other income not declared elsewhere | 2010-12-31 | $46,704 |
Administrative expenses (other) incurred | 2010-12-31 | $375 |
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 | $5,039,635 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $26,523,772 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $21,484,137 |
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 | $23,099,446 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $18,711,252 |
Interest on participant loans | 2010-12-31 | $9,067 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,656,156 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,125,454 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,550,134 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $110,169 |
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 | Yes |
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 | $888,558 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $173,033 |
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 | BATCHELOR, TILLERY & ROBERTS LLP |
Accountancy firm EIN | 2010-12-31 | 561750124 |
2009 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING 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 |