?>
Logo

BIRCH COMMUNICATIONS 401(K) PLAN 401k Plan overview

Plan NameBIRCH COMMUNICATIONS 401(K) PLAN
Plan identification number 001

BIRCH COMMUNICATIONS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BIRCH COMMUNICATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BIRCH COMMUNICATIONS, INC.
Employer identification number (EIN):582233012
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIRCH COMMUNICATIONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01KELLY BECKNER
0012016-01-01MICHELLE ANSLEY
0012015-01-01CLAUDETTE ATCHISON
0012014-01-01CLAUDETTE ATCHISON
0012013-01-01CLAUDETTE ATCHISON
0012012-01-01EDWARD JAMES EDWARD JAMES2013-07-30
0012011-01-01EDWARD JAMES
0012009-01-01EDWARD R. JAMES, III

Plan Statistics for BIRCH COMMUNICATIONS 401(K) PLAN

401k plan membership statisitcs for BIRCH COMMUNICATIONS 401(K) PLAN

Measure Date Value
2019: BIRCH COMMUNICATIONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,970
Total number of active participants reported on line 7a of the Form 55002019-01-01787
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01741
Total of all active and inactive participants2019-01-011,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,535
Number of participants with account balances2019-01-011,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0139
2018: BIRCH COMMUNICATIONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,266
Total number of active participants reported on line 7a of the Form 55002018-01-011,246
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01719
Total of all active and inactive participants2018-01-011,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,966
Number of participants with account balances2018-01-011,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: BIRCH COMMUNICATIONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,381
Total number of active participants reported on line 7a of the Form 55002017-01-01538
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,410
Total of all active and inactive participants2017-01-011,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,952
Number of participants with account balances2017-01-011,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0133
2016: BIRCH COMMUNICATIONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,071
Total number of active participants reported on line 7a of the Form 55002016-01-01953
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,425
Total of all active and inactive participants2016-01-012,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,381
Number of participants with account balances2016-01-012,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0154
2015: BIRCH COMMUNICATIONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01533
Total number of active participants reported on line 7a of the Form 55002015-01-01909
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,159
Total of all active and inactive participants2015-01-012,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-012,071
Number of participants with account balances2015-01-011,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0184
2014: BIRCH COMMUNICATIONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01459
Total number of active participants reported on line 7a of the Form 55002014-01-01387
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01462
Number of participants with account balances2014-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: BIRCH COMMUNICATIONS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01435
Total number of active participants reported on line 7a of the Form 55002013-01-01372
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01449
Number of participants with account balances2013-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: BIRCH COMMUNICATIONS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01455
Total number of active participants reported on line 7a of the Form 55002012-01-01350
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0184
Total of all active and inactive participants2012-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01435
Number of participants with account balances2012-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: BIRCH COMMUNICATIONS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01533
Total number of active participants reported on line 7a of the Form 55002011-01-01370
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01455
Number of participants with account balances2011-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BIRCH COMMUNICATIONS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01301
Total number of active participants reported on line 7a of the Form 55002009-01-01335
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01407
Total participants2009-01-01407
Number of participants with account balances2009-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on BIRCH COMMUNICATIONS 401(K) PLAN

Measure Date Value
2019 : BIRCH COMMUNICATIONS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$88,686
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$18,033,952
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$13,106,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,751,802
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$3,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,343,914
Value of total assets at end of year2019-12-31$73,787,920
Value of total assets at beginning of year2019-12-31$68,771,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$350,973
Total interest from all sources2019-12-31$160,598
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,226,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,226,403
Administrative expenses professional fees incurred2019-12-31$72,451
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,879,418
Participant contributions at end of year2019-12-31$439,276
Participant contributions at beginning of year2019-12-31$716,239
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$353,157
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$-1,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$88,686
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,927,420
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,699,234
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$68,771,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$213,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,133,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$61,882,502
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$32,775
Interest earned on other investments2019-12-31$127,823
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$3,351,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,215,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,821,688
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,245,024
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$58,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$111,339
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,753,741
Contract administrator fees2019-12-31$64,868
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK, LLP
Accountancy firm EIN2019-12-31221478099
2018 : BIRCH COMMUNICATIONS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$49,297,506
Total transfer of assets from this plan2018-12-31$2,390,102
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$0
Total income from all sources (including contributions)2018-12-31$-3,274,993
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,002,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,800,827
Expenses. Certain deemed distributions of participant loans2018-12-31$42,784
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,164,980
Value of total assets at end of year2018-12-31$68,771,814
Value of total assets at beginning of year2018-12-31$37,141,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$158,906
Total interest from all sources2018-12-31$65,912
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,214,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,214,199
Administrative expenses professional fees incurred2018-12-31$4,141
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,912,065
Participant contributions at end of year2018-12-31$716,239
Participant contributions at beginning of year2018-12-31$19,725
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$241,316
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,277,510
Value of net assets at end of year (total assets less liabilities)2018-12-31$68,771,814
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,141,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$108,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$61,882,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,881,202
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$18,984
Interest earned on other investments2018-12-31$44,692
Income. Interest from US Government securities2018-12-31$-1,074
Value of interest in common/collective trusts at end of year2018-12-31$3,351,385
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,127,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,127,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,821,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$113,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,743,404
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$23,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$11,599
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,800,827
Contract administrator fees2018-12-31$45,955
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK, LLP
Accountancy firm EIN2018-12-31221478099
2017 : BIRCH COMMUNICATIONS 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,905
Total unrealized appreciation/depreciation of assets2017-12-31$3,905
Total income from all sources (including contributions)2017-12-31$7,630,610
Total loss/gain on sale of assets2017-12-31$737,187
Total of all expenses incurred2017-12-31$7,503,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,455,808
Value of total corrective distributions2017-12-31$27,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,439,068
Value of total assets at end of year2017-12-31$37,141,920
Value of total assets at beginning of year2017-12-31$37,014,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,744
Total interest from all sources2017-12-31$1,826
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,503,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,503,576
Administrative expenses professional fees incurred2017-12-31$10,516
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,388,398
Participant contributions at end of year2017-12-31$19,725
Participant contributions at beginning of year2017-12-31$80,410
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$50,670
Other income not declared elsewhere2017-12-31$414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$127,405
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,141,920
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,014,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$9,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,881,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,210,654
Interest on participant loans2017-12-31$1,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,127,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,610,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,610,534
Asset value of US Government securities at end of year2017-12-31$113,506
Asset value of US Government securities at beginning of year2017-12-31$112,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,944,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,455,808
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$16,728,548
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,991,361
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2017-12-31581094351
2016 : BIRCH COMMUNICATIONS 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,647
Total unrealized appreciation/depreciation of assets2016-12-31$3,647
Total transfer of assets to this plan2016-12-31$6,209
Total income from all sources (including contributions)2016-12-31$6,176,722
Total loss/gain on sale of assets2016-12-31$146,185
Total of all expenses incurred2016-12-31$7,326,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,185,523
Expenses. Certain deemed distributions of participant loans2016-12-31$72,533
Value of total corrective distributions2016-12-31$50,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,382,310
Value of total assets at end of year2016-12-31$37,014,515
Value of total assets at beginning of year2016-12-31$38,157,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,966
Total interest from all sources2016-12-31$7,597
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,498,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,498,041
Administrative expenses professional fees incurred2016-12-31$10,404
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,083,624
Participant contributions at end of year2016-12-31$80,410
Participant contributions at beginning of year2016-12-31$239,288
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,048,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,149,443
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,014,515
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,157,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$7,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,210,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,310,302
Interest on participant loans2016-12-31$7,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,610,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,438,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,438,763
Asset value of US Government securities at end of year2016-12-31$112,917
Asset value of US Government securities at beginning of year2016-12-31$169,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,138,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,185,523
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$12,990,201
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,844,016
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2016-12-31581094351
2015 : BIRCH COMMUNICATIONS 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-7,104
Total unrealized appreciation/depreciation of assets2015-12-31$-7,104
Total transfer of assets to this plan2015-12-31$40,924,019
Total income from all sources (including contributions)2015-12-31$1,919,423
Total loss/gain on sale of assets2015-12-31$217,878
Total of all expenses incurred2015-12-31$13,272,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,214,471
Value of total corrective distributions2015-12-31$33,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,513,834
Value of total assets at end of year2015-12-31$38,157,749
Value of total assets at beginning of year2015-12-31$8,586,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,368
Total interest from all sources2015-12-31$20,233
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$939,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$939,133
Administrative expenses professional fees incurred2015-12-31$17,752
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,272,775
Participant contributions at end of year2015-12-31$239,288
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$166,059
Other income not declared elsewhere2015-12-31$67,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-11,352,938
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,157,749
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,586,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$6,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$36,310,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,220,405
Interest on participant loans2015-12-31$20,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,438,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$366,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$366,263
Asset value of US Government securities at end of year2015-12-31$169,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,832,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,214,471
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$16,306,419
Aggregate carrying amount (costs) on sale of assets2015-12-31$16,088,541
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2015-12-31581094351
2014 : BIRCH COMMUNICATIONS 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-997
Total unrealized appreciation/depreciation of assets2014-12-31$-997
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,365,354
Total loss/gain on sale of assets2014-12-31$416,058
Total of all expenses incurred2014-12-31$1,203,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,156,471
Value of total corrective distributions2014-12-31$46,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$714,891
Value of total assets at end of year2014-12-31$8,586,668
Value of total assets at beginning of year2014-12-31$8,425,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$651
Total interest from all sources2014-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$319,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$319,156
Administrative expenses professional fees incurred2014-12-31$650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$639,891
Participant contributions at beginning of year2014-12-31$996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$161,446
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,586,668
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,425,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,220,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,107,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$366,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$316,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$316,572
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-83,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,156,471
Contract administrator fees2014-12-31$1
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$8,512,806
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,096,748
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2014-12-31581094351
2013 : BIRCH COMMUNICATIONS 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,257,778
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$957,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$949,342
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$8,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$951,353
Value of total assets at end of year2013-12-31$8,425,222
Value of total assets at beginning of year2013-12-31$7,125,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$225
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$53
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$514,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$514,233
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$584,622
Participant contributions at end of year2013-12-31$996
Participant contributions at beginning of year2013-12-31$2,307
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$291,731
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$225
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,300,123
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,425,222
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,125,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,107,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,762,761
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$19
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$316,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$360,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$360,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$34
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$792,139
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$75,000
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$949,342
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2013-12-31581094351
2012 : BIRCH COMMUNICATIONS 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,369,749
Total of all expenses incurred2012-12-31$644,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$644,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$593,205
Value of total assets at end of year2012-12-31$7,125,099
Value of total assets at beginning of year2012-12-31$6,399,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$325
Total interest from all sources2012-12-31$198
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$147,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$147,583
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$542,155
Participant contributions at end of year2012-12-31$2,307
Participant contributions at beginning of year2012-12-31$5,798
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$21,050
Administrative expenses (other) incurred2012-12-31$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$725,173
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,125,099
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,399,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,762,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,115,096
Interest on participant loans2012-12-31$151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$360,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$279,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$279,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$628,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$644,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2012-12-31581094351
2011 : BIRCH COMMUNICATIONS 401(K) PLAN 2011 401k financial data
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$383,449
Total of all expenses incurred2011-12-31$396,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$382,654
Value of total corrective distributions2011-12-31$13,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$543,377
Value of total assets at end of year2011-12-31$6,399,926
Value of total assets at beginning of year2011-12-31$6,413,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$350
Total interest from all sources2011-12-31$502
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$181,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$181,006
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$530,300
Participant contributions at end of year2011-12-31$5,798
Participant contributions at beginning of year2011-12-31$12,644
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,077
Administrative expenses (other) incurred2011-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-13,438
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,399,926
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,413,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,115,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,155,214
Interest on participant loans2011-12-31$456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$279,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$245,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$245,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-341,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$382,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2011-12-31581094351
2010 : BIRCH COMMUNICATIONS 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,214,390
Total of all expenses incurred2010-12-31$589,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$581,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$510,846
Value of total assets at end of year2010-12-31$6,413,364
Value of total assets at beginning of year2010-12-31$5,788,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,840
Total interest from all sources2010-12-31$1,739
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$104,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$104,483
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$546,678
Participant contributions at end of year2010-12-31$12,644
Participant contributions at beginning of year2010-12-31$40,106
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$3,384
Administrative expenses (other) incurred2010-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$625,057
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,413,364
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,788,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,155,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,609,620
Interest on participant loans2010-12-31$1,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$245,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$85,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$200,116
Net investment gain/loss from pooled separate accounts2010-12-31$397,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$-35,832
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$581,493
Contract administrator fees2010-12-31$7,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2010-12-31581094351
2009 : BIRCH COMMUNICATIONS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BIRCH COMMUNICATIONS 401(K) PLAN

2019: BIRCH COMMUNICATIONS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BIRCH COMMUNICATIONS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BIRCH COMMUNICATIONS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BIRCH COMMUNICATIONS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BIRCH COMMUNICATIONS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BIRCH COMMUNICATIONS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BIRCH COMMUNICATIONS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BIRCH COMMUNICATIONS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BIRCH COMMUNICATIONS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BIRCH COMMUNICATIONS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62844
Policy instance 1
Insurance contract or identification numberMR 62844
Number of Individuals Covered1535
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,270
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,270
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62844
Policy instance 1
Insurance contract or identification numberMR 62844
Number of Individuals Covered1966
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,626
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,626
Insurance broker organization code?1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878786
Policy instance 2
Insurance contract or identification number878786
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-10-31
Total amount of commissions paid to insurance brokerUSD $8,800
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,800
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3