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W.S. BADCOCK CORP SAVINGS PLAN 401k Plan overview

Plan NameW.S. BADCOCK CORP SAVINGS PLAN
Plan identification number 002

W.S. BADCOCK CORP SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

W.S. BADCOCK CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:W.S. BADCOCK CORPORATION
Employer identification number (EIN):590152010
NAIC Classification:442110
NAIC Description:Furniture Stores

Additional information about W.S. BADCOCK CORPORATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1926-03-10
Company Identification Number: 108637
Legal Registered Office Address: 200 NORTH PHOSPHATE BOULEVARD

MULBERRY

33860

More information about W.S. BADCOCK CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.S. BADCOCK CORP SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ROBERT BURNETTE2022-09-12 ROBERT BURNETTE2022-09-12
0022021-01-01ROBERT BURNETTE2022-07-14 ROBERT BURNETTE2022-07-14
0022020-01-01ANTHONY WILLIAMS2021-08-25 ANTHONY WILLIAMS2021-08-25
0022019-01-01LORI WALSH2020-07-22
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01LORI WALSH
0022014-01-01LORI WALSH
0022013-07-01LORI WALSH
0022012-07-01LORI WALSH
0022011-07-01LORI WALSH
0022010-07-01LORI WALSH LORI WALSH2012-04-10
0022009-07-01BRILLA ADAMS BRILLA ADAMS2011-03-25

Plan Statistics for W.S. BADCOCK CORP SAVINGS PLAN

401k plan membership statisitcs for W.S. BADCOCK CORP SAVINGS PLAN

Measure Date Value
2022: W.S. BADCOCK CORP SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,477
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: W.S. BADCOCK CORP SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,059
Total number of active participants reported on line 7a of the Form 55002021-01-011,022
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01455
Total of all active and inactive participants2021-01-011,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,477
Number of participants with account balances2021-01-011,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: W.S. BADCOCK CORP SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,780
Total number of active participants reported on line 7a of the Form 55002020-01-011,099
Number of other retired or separated participants entitled to future benefits2020-01-01931
Total of all active and inactive participants2020-01-012,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,030
Number of participants with account balances2020-01-012,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: W.S. BADCOCK CORP SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,636
Total number of active participants reported on line 7a of the Form 55002019-01-011,226
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01514
Total of all active and inactive participants2019-01-011,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,744
Number of participants with account balances2019-01-011,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: W.S. BADCOCK CORP SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,689
Total number of active participants reported on line 7a of the Form 55002018-01-011,222
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01410
Total of all active and inactive participants2018-01-011,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,636
Number of participants with account balances2018-01-011,627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0149
2017: W.S. BADCOCK CORP SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,563
Total number of active participants reported on line 7a of the Form 55002017-01-011,256
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01424
Total of all active and inactive participants2017-01-011,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,683
Number of participants with account balances2017-01-011,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0140
2016: W.S. BADCOCK CORP SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,418
Total number of active participants reported on line 7a of the Form 55002016-01-011,365
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01194
Total of all active and inactive participants2016-01-011,561
Total participants2016-01-011,561
Number of participants with account balances2016-01-011,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: W.S. BADCOCK CORP SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,302
Total number of active participants reported on line 7a of the Form 55002015-01-011,253
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01164
Total of all active and inactive participants2015-01-011,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,419
Number of participants with account balances2015-01-011,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0143
2014: W.S. BADCOCK CORP SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,161
Total number of active participants reported on line 7a of the Form 55002014-01-011,306
Number of other retired or separated participants entitled to future benefits2014-01-01201
Total of all active and inactive participants2014-01-011,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,509
Number of participants with account balances2014-01-011,295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: W.S. BADCOCK CORP SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,236
Total number of active participants reported on line 7a of the Form 55002013-07-011,070
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0190
Total of all active and inactive participants2013-07-011,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-011,162
Number of participants with account balances2013-07-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-01217
2012: W.S. BADCOCK CORP SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,487
Total number of active participants reported on line 7a of the Form 55002012-07-011,135
Number of other retired or separated participants entitled to future benefits2012-07-01100
Total of all active and inactive participants2012-07-011,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-011,236
Number of participants with account balances2012-07-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01203
2011: W.S. BADCOCK CORP SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,145
Total number of active participants reported on line 7a of the Form 55002011-07-011,082
Number of other retired or separated participants entitled to future benefits2011-07-01403
Total of all active and inactive participants2011-07-011,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-011,487
Number of participants with account balances2011-07-011,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01148
2010: W.S. BADCOCK CORP SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01946
Total number of active participants reported on line 7a of the Form 55002010-07-01881
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01264
Total of all active and inactive participants2010-07-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-011,145
Number of participants with account balances2010-07-011,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0126
2009: W.S. BADCOCK CORP SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,260
Total number of active participants reported on line 7a of the Form 55002009-07-01708
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01237
Total of all active and inactive participants2009-07-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01946
Number of participants with account balances2009-07-01946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on W.S. BADCOCK CORP SAVINGS PLAN

Measure Date Value
2022 : W.S. BADCOCK CORP SAVINGS PLAN 2022 401k financial data
Total transfer of assets from this plan2022-03-31$34,401,254
Total income from all sources (including contributions)2022-03-31$-2,124,797
Total of all expenses incurred2022-03-31$17,143,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$17,089,944
Expenses. Certain deemed distributions of participant loans2022-03-31$-1,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$10,112
Value of total assets at end of year2022-03-31$0
Value of total assets at beginning of year2022-03-31$53,669,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$54,754
Total interest from all sources2022-03-31$70,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$10,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Participant contributions at end of year2022-03-31$0
Participant contributions at beginning of year2022-03-31$1,220,275
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$8,502
Other income not declared elsewhere2022-03-31$13,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-19,267,901
Value of net assets at end of year (total assets less liabilities)2022-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$53,669,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in pooled separate accounts at end of year2022-03-31$0
Value of interest in pooled separate accounts at beginning of year2022-03-31$37,186,405
Interest on participant loans2022-03-31$11,709
Interest earned on other investments2022-03-31$58,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$15,262,475
Net investment gain/loss from pooled separate accounts2022-03-31$-2,218,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$1,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$17,089,944
Contract administrator fees2022-03-31$54,754
Did the plan have assets held for investment2022-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31Yes
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31ACCELL AUDIT & COMPLIANCE, P.A.
Accountancy firm EIN2022-03-31270563459
2021 : W.S. BADCOCK CORP SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$9,586,249
Total of all expenses incurred2021-12-31$9,376,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,155,227
Expenses. Certain deemed distributions of participant loans2021-12-31$135,264
Value of total corrective distributions2021-12-31$3,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,426,807
Value of total assets at end of year2021-12-31$53,669,155
Value of total assets at beginning of year2021-12-31$53,459,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$82,953
Total interest from all sources2021-12-31$518,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,120,758
Participant contributions at end of year2021-12-31$1,220,275
Participant contributions at beginning of year2021-12-31$1,775,413
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$142,645
Other income not declared elsewhere2021-12-31$27,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$209,770
Value of net assets at end of year (total assets less liabilities)2021-12-31$53,669,155
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,459,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$37,186,405
Value of interest in pooled separate accounts at beginning of year2021-12-31$37,234,036
Interest on participant loans2021-12-31$108,376
Interest earned on other investments2021-12-31$410,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,262,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,449,936
Net investment gain/loss from pooled separate accounts2021-12-31$4,613,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,163,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,155,227
Contract administrator fees2021-12-31$82,953
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ACCELL AUDIT & COMPLIANCE, P.A.
Accountancy firm EIN2021-12-31270563459
2020 : W.S. BADCOCK CORP SAVINGS PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,554,686
Total of all expenses incurred2020-12-31$5,250,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,197,309
Expenses. Certain deemed distributions of participant loans2020-12-31$4,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,342,700
Value of total assets at end of year2020-12-31$53,459,385
Value of total assets at beginning of year2020-12-31$50,155,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,782
Total interest from all sources2020-12-31$135,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,595,329
Participant contributions at end of year2020-12-31$1,775,413
Participant contributions at beginning of year2020-12-31$1,430,292
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$177,852
Administrative expenses (other) incurred2020-12-31$492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,304,365
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,459,385
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$50,155,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$37,234,036
Value of interest in pooled separate accounts at beginning of year2020-12-31$34,408,977
Interest on participant loans2020-12-31$67,220
Interest earned on other investments2020-12-31$68,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,449,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,315,751
Net investment gain/loss from pooled separate accounts2020-12-31$5,076,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$569,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,197,309
Contract administrator fees2020-12-31$48,290
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ACCELL AUDIT & COMPLIANCE, P.A.
Accountancy firm EIN2020-12-31270563459
2019 : W.S. BADCOCK CORP SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,754,693
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,950,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,823,494
Expenses. Certain deemed distributions of participant loans2019-12-31$83,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,287,995
Value of total assets at end of year2019-12-31$50,155,020
Value of total assets at beginning of year2019-12-31$43,350,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,314
Total interest from all sources2019-12-31$484,214
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$50,076
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$50,076
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 period2019-12-31Yes
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$3,039,416
Participant contributions at end of year2019-12-31$1,430,292
Participant contributions at beginning of year2019-12-31$1,193,030
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$111,730
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$6,804,265
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,155,020
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,350,755
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,395,245
Value of interest in pooled separate accounts at end of year2019-12-31$34,408,977
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,065,928
Interest on participant loans2019-12-31$74,706
Interest earned on other investments2019-12-31$409,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,315,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,696,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,248,826
Net investment gain/loss from pooled separate accounts2019-12-31$4,683,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,136,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,823,494
Contract administrator fees2019-12-31$43,314
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 name2019-12-31ACCELL AUDIT & COMPLIANCE, P.A.
Accountancy firm EIN2019-12-31270563459
2018 : W.S. BADCOCK CORP SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,526,352
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,172,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,122,973
Expenses. Certain deemed distributions of participant loans2018-12-31$20,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,315,689
Value of total assets at end of year2018-12-31$43,350,755
Value of total assets at beginning of year2018-12-31$43,996,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,594
Total interest from all sources2018-12-31$450,690
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$480,766
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$480,766
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$3,026,572
Participant contributions at end of year2018-12-31$1,193,030
Participant contributions at beginning of year2018-12-31$1,079,226
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$141,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-645,656
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,350,755
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,996,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,395,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,735,795
Value of interest in pooled separate accounts at end of year2018-12-31$20,065,928
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,234,690
Interest on participant loans2018-12-31$58,334
Interest earned on other investments2018-12-31$392,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,696,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,946,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,231,243
Net investment gain/loss from pooled separate accounts2018-12-31$-1,489,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,147,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,122,973
Contract administrator fees2018-12-31$28,594
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 name2018-12-31ACCELL AUDIT & COMPLIANCE, P.A.
Accountancy firm EIN2018-12-31270563459
2017 : W.S. BADCOCK CORP SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,443,939
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,397,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,385,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,982,418
Value of total assets at end of year2017-12-31$43,996,411
Value of total assets at beginning of year2017-12-31$39,950,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,940
Total interest from all sources2017-12-31$430,547
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$433,223
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$433,223
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$2,883,547
Participant contributions at end of year2017-12-31$1,079,226
Participant contributions at beginning of year2017-12-31$1,066,799
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,446
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$4,046,177
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,996,411
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,950,234
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,735,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,052,772
Value of interest in pooled separate accounts at end of year2017-12-31$21,234,690
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,745,834
Interest on participant loans2017-12-31$49,520
Interest earned on other investments2017-12-31$381,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,946,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,084,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$437,528
Net investment gain/loss from pooled separate accounts2017-12-31$3,160,223
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
Contributions received in cash from employer2017-12-31$1,081,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,385,822
Contract administrator fees2017-12-31$11,940
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ACCELL AUDIT & COMPLIANCE, P.A.
Accountancy firm EIN2017-12-31270563459
2016 : W.S. BADCOCK CORP SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,938,627
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,508,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,413,212
Expenses. Certain deemed distributions of participant loans2016-12-31$90,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,825,533
Value of total assets at end of year2016-12-31$39,950,234
Value of total assets at beginning of year2016-12-31$38,520,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,052
Total interest from all sources2016-12-31$428,729
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$346,027
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$346,027
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$2,624,477
Participant contributions at end of year2016-12-31$1,066,799
Participant contributions at beginning of year2016-12-31$1,081,510
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$262,253
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$1,429,990
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,950,234
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,520,244
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,052,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,835,124
Value of interest in pooled separate accounts at end of year2016-12-31$17,745,834
Value of interest in pooled separate accounts at beginning of year2016-12-31$18,158,367
Interest on participant loans2016-12-31$47,518
Interest earned on other investments2016-12-31$381,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,084,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,445,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$590,407
Net investment gain/loss from pooled separate accounts2016-12-31$1,747,931
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$938,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,413,212
Contract administrator fees2016-12-31$5,052
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ACCELL AUDIT & COMPLIANCE, P.A.
Accountancy firm EIN2016-12-31270563459
2015 : W.S. BADCOCK CORP SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,521,655
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,808,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,776,159
Expenses. Certain deemed distributions of participant loans2015-12-31$20,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,415,975
Value of total assets at end of year2015-12-31$38,520,244
Value of total assets at beginning of year2015-12-31$37,807,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,665
Total interest from all sources2015-12-31$415,073
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$406,858
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$406,858
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$2,404,004
Participant contributions at end of year2015-12-31$1,081,510
Participant contributions at beginning of year2015-12-31$1,177,277
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$148,126
Administrative expenses (other) incurred2015-12-31$42
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$712,762
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,520,244
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,807,482
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,835,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,654,063
Value of interest in pooled separate accounts at end of year2015-12-31$18,158,367
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,740,564
Interest on participant loans2015-12-31$50,343
Interest earned on other investments2015-12-31$364,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,445,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,235,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-554,040
Net investment gain/loss from pooled separate accounts2015-12-31$-162,211
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$863,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,776,159
Contract administrator fees2015-12-31$12,623
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ACCEL AUDIT & COMPLIANCE, P.A.
Accountancy firm EIN2015-12-31270563459
2014 : W.S. BADCOCK CORP SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,849,698
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,295,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,210,740
Expenses. Certain deemed distributions of participant loans2014-12-31$77,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,977,087
Value of total assets at end of year2014-12-31$37,807,482
Value of total assets at beginning of year2014-12-31$36,253,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,373
Total interest from all sources2014-12-31$415,545
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$272,526
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$272,526
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,159,420
Participant contributions at end of year2014-12-31$1,177,277
Participant contributions at beginning of year2014-12-31$1,202,794
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$46,276
Administrative expenses (other) incurred2014-12-31$23
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$1,554,381
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,807,482
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,253,101
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$6,654,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,771,324
Value of interest in pooled separate accounts at end of year2014-12-31$17,740,564
Value of interest in pooled separate accounts at beginning of year2014-12-31$19,035,131
Interest on participant loans2014-12-31$51,360
Interest earned on other investments2014-12-31$364,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,235,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,243,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$85,634
Net investment gain/loss from pooled separate accounts2014-12-31$1,098,906
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$771,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,210,740
Contract administrator fees2014-12-31$7,350
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROYLES, ROOKS & JOHNSON, CPAS, P.A
Accountancy firm EIN2014-12-31203559613
2013 : W.S. BADCOCK CORP SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,029,848
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,092,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,006,496
Value of total corrective distributions2013-12-31$84,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,204,400
Value of total assets at end of year2013-12-31$36,253,101
Value of total assets at beginning of year2013-12-31$33,316,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,311
Total interest from all sources2013-12-31$206,571
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$157,041
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$157,041
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$893,671
Participant contributions at end of year2013-12-31$1,202,794
Participant contributions at beginning of year2013-12-31$1,214,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,936,917
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,253,101
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,316,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,771,324
Value of interest in pooled separate accounts at end of year2013-12-31$19,035,131
Value of interest in pooled separate accounts at beginning of year2013-12-31$20,179,889
Interest on participant loans2013-12-31$26,622
Interest earned on other investments2013-12-31$179,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,243,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,921,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$358,947
Net investment gain/loss from pooled separate accounts2013-12-31$2,102,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$310,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,006,496
Contract administrator fees2013-12-31$2,311
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BROYLES, ROOKS & JOHNSON, CPAS, P.A
Accountancy firm EIN2013-12-31203559613
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$5,537,617
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,954,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,878,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,468,697
Value of total assets at end of year2013-06-30$33,316,184
Value of total assets at beginning of year2013-06-30$29,733,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$76,169
Total interest from all sources2013-06-30$387,487
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$10,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,875,316
Participant contributions at end of year2013-06-30$1,214,614
Participant contributions at beginning of year2013-06-30$1,286,904
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$9,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,582,748
Value of net assets at end of year (total assets less liabilities)2013-06-30$33,316,184
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$29,733,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$73,622
Value of interest in pooled separate accounts at end of year2013-06-30$20,179,889
Value of interest in pooled separate accounts at beginning of year2013-06-30$17,287,993
Interest on participant loans2013-06-30$52,678
Interest earned on other investments2013-06-30$334,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$11,921,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$11,158,539
Net investment gain/loss from pooled separate accounts2013-06-30$2,681,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$583,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,878,700
Contract administrator fees2013-06-30$2,547
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BROYLES, ROOKS & JOHNSON, CPAS, P.A
Accountancy firm EIN2013-06-30203559613
2012 : W.S. BADCOCK CORP SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,515,724
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,448,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,326,092
Expenses. Certain deemed distributions of participant loans2012-06-30$40,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,012,386
Value of total assets at end of year2012-06-30$29,733,436
Value of total assets at beginning of year2012-06-30$30,666,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$82,414
Total interest from all sources2012-06-30$346,998
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$308,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$308,418
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$10,000,000
If this is an individual account plan, was there a blackout period2012-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,651,512
Participant contributions at end of year2012-06-30$1,286,904
Participant contributions at beginning of year2012-06-30$1,467,879
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-933,067
Value of net assets at end of year (total assets less liabilities)2012-06-30$29,733,436
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$30,666,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$17,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$20,183,244
Value of interest in pooled separate accounts at end of year2012-06-30$17,287,993
Value of interest in pooled separate accounts at beginning of year2012-06-30$550,984
Interest on participant loans2012-06-30$67,293
Interest earned on other investments2012-06-30$279,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$11,158,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$8,464,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,876,352
Net investment gain/loss from pooled separate accounts2012-06-30$724,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$360,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,326,092
Contract administrator fees2012-06-30$65,057
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BROYLES, ROOKS & JOHNSON, CPAS, P.A
Accountancy firm EIN2012-06-30203559613
2011 : W.S. BADCOCK CORP SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$6,946,030
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$2,349,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,222,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,027,089
Value of total assets at end of year2011-06-30$30,666,503
Value of total assets at beginning of year2011-06-30$26,070,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$126,993
Total interest from all sources2011-06-30$329,568
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$336,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$336,736
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$10,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,665,746
Participant contributions at end of year2011-06-30$1,467,879
Participant contributions at beginning of year2011-06-30$1,332,540
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$2,117
Administrative expenses (other) incurred2011-06-30$126,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,596,303
Value of net assets at end of year (total assets less liabilities)2011-06-30$30,666,503
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$26,070,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$20,183,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$15,551,651
Value of interest in pooled separate accounts at end of year2011-06-30$550,984
Value of interest in pooled separate accounts at beginning of year2011-06-30$440,404
Interest on participant loans2011-06-30$78,287
Interest earned on other investments2011-06-30$251,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$8,464,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$8,745,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4,250,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$361,343
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,222,734
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BROYLES, ROOKS & JOHNSON, CPAS, P.A
Accountancy firm EIN2011-06-30203559613
2010 : W.S. BADCOCK CORP SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for W.S. BADCOCK CORP SAVINGS PLAN

2022: W.S. BADCOCK CORP SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: W.S. BADCOCK CORP SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: W.S. BADCOCK CORP SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: W.S. BADCOCK CORP SAVINGS 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: W.S. BADCOCK CORP SAVINGS 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: W.S. BADCOCK CORP SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: W.S. BADCOCK CORP SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: W.S. BADCOCK CORP SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: W.S. BADCOCK CORP SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: W.S. BADCOCK CORP SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: W.S. BADCOCK CORP SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: W.S. BADCOCK CORP SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: W.S. BADCOCK CORP SAVINGS PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: W.S. BADCOCK CORP SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81D739
Policy instance 1
Insurance contract or identification number81D739
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81D739
Policy instance 1
Insurance contract or identification number81D739
Number of Individuals Covered1476
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81D739
Policy instance 1
Insurance contract or identification number81D739
Number of Individuals Covered2030
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81D739
Policy instance 2
Insurance contract or identification number81D739
Number of Individuals Covered1731
Insurance policy start date2019-11-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828049
Policy instance 1
Insurance contract or identification numberGA-828049
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,507
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees22507
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828049
Policy instance 1
Insurance contract or identification numberGA-828049
Number of Individuals Covered1625
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,489
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees16489
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828049
Policy instance 1
Insurance contract or identification numberGA-828049
Number of Individuals Covered1680
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,960
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees24960
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
Insurance broker nameSTARBRIDGE BENEFITS SOLUTIONS LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828049
Policy instance 1
Insurance contract or identification numberGA-828049
Number of Individuals Covered1412
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,588
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $18,588
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
Insurance broker nameSTARBRIDGE BENEFITS SOLUTIONS LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828049
Policy instance 1
Insurance contract or identification numberGA-828049
Number of Individuals Covered1296
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,592
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees17592
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
Insurance broker nameSTARBRIDGE BENEFITS SOLUTIONS LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828049
Policy instance 1
Insurance contract or identification numberGA-828049
Number of Individuals Covered738
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,119
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees8119
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
Insurance broker nameSTARBRIDGE BENEFITS SOLUTIONS LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828049
Policy instance 1
Insurance contract or identification numberGA-828049
Number of Individuals Covered783
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,712
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees14712
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
Insurance broker nameSTARBRIDGE BENEFITS SOLUTIONS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300187
Policy instance 2
Insurance contract or identification number300187
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,220
Are there contracts with allocated funds for individual policies?No
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828049
Policy instance 1
Insurance contract or identification numberGA-828049
Number of Individuals Covered1167
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-39800
Policy instance 1
Insurance contract or identification numberGA-39800
Number of Individuals Covered1145
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,586
Are there contracts with allocated funds for individual policies?No
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

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