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BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan NameBAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN
Plan identification number 003

BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

BAER'S FURNITURE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BAER'S FURNITURE COMPANY, INC.
Employer identification number (EIN):591212401
NAIC Classification:442110
NAIC Description:Furniture Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01IRA BAER
0032016-01-01IRA BAER
0032015-01-01IRA BAER
0032014-01-01IRA BAER
0032013-01-01IRA BAER
0032012-01-01IRA BAER
0032011-01-01IRA BAER
0032010-01-01IRA BAER
0032009-01-01IRA BAER

Plan Statistics for BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Measure Date Value
2022: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01783
Total number of active participants reported on line 7a of the Form 55002022-01-01618
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01147
Total of all active and inactive participants2022-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01770
Number of participants with account balances2022-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01710
Total number of active participants reported on line 7a of the Form 55002021-01-01593
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-01160
Total of all active and inactive participants2021-01-01772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01775
Number of participants with account balances2021-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01666
Total number of active participants reported on line 7a of the Form 55002020-01-01592
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01673
Number of participants with account balances2020-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01650
Total number of active participants reported on line 7a of the Form 55002019-01-01607
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01666
Number of participants with account balances2019-01-01536
2018: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01546
Total number of active participants reported on line 7a of the Form 55002018-01-01595
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01638
Number of participants with account balances2018-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01551
Total number of active participants reported on line 7a of the Form 55002017-01-01491
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01516
Number of participants with account balances2017-01-01116
2016: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01551
Total number of active participants reported on line 7a of the Form 55002016-01-01493
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01524
Number of participants with account balances2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01498
Total number of active participants reported on line 7a of the Form 55002015-01-01474
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01505
Number of participants with account balances2015-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01444
Total number of active participants reported on line 7a of the Form 55002014-01-01410
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01438
Number of participants with account balances2014-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01450
Total number of active participants reported on line 7a of the Form 55002013-01-01399
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01431
Number of participants with account balances2013-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01444
Total number of active participants reported on line 7a of the Form 55002012-01-01396
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01428
Number of participants with account balances2012-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01424
Total number of active participants reported on line 7a of the Form 55002011-01-01379
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01417
Number of participants with account balances2011-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01428
Total number of active participants reported on line 7a of the Form 55002010-01-01350
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01390
Number of participants with account balances2010-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01455
Total number of active participants reported on line 7a of the Form 55002009-01-01355
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01401
Number of participants with account balances2009-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Measure Date Value
2022 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$255
Total income from all sources (including contributions)2022-12-31$172,672
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$798,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$683,466
Value of total corrective distributions2022-12-31$16,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,266,945
Value of total assets at end of year2022-12-31$12,063,315
Value of total assets at beginning of year2022-12-31$12,673,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,005
Total interest from all sources2022-12-31$9,685
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$344,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$344,529
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,031,200
Participant contributions at end of year2022-12-31$108,442
Participant contributions at beginning of year2022-12-31$82,706
Participant contributions at end of year2022-12-31$114,762
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$255
Administrative expenses (other) incurred2022-12-31$3,087
Total non interest bearing cash at end of year2022-12-31$596
Total non interest bearing cash at beginning of year2022-12-31$53
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-626,082
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,047,032
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,673,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$29,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,704,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,441,485
Interest on participant loans2022-12-31$4,043
Value of interest in common/collective trusts at end of year2022-12-31$120,267
Value of interest in common/collective trusts at beginning of year2022-12-31$113,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$624,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$638,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$638,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,456,856
Net investment gain or loss from common/collective trusts2022-12-31$8,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$223,915
Employer contributions (assets) at end of year2022-12-31$223,915
Employer contributions (assets) at beginning of year2022-12-31$219,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$683,466
Contract administrator fees2022-12-31$66,728
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$167,266
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$177,433
Liabilities. Value of benefit claims payable at end of year2022-12-31$16,283
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JACOBS & COMPANY, LLP
Accountancy firm EIN2022-12-31670970652
2021 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,385,755
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$586,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$498,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,972,871
Value of total assets at end of year2021-12-31$12,673,369
Value of total assets at beginning of year2021-12-31$9,873,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,376
Total interest from all sources2021-12-31$3,744
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$421,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$421,040
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,753,078
Participant contributions at end of year2021-12-31$82,706
Participant contributions at beginning of year2021-12-31$104,421
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$47,358
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$53
Total non interest bearing cash at beginning of year2021-12-31$103,162
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$2,799,465
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,673,114
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,873,649
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
Investment advisory and management fees2021-12-31$26,487
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,441,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,806,530
Interest on participant loans2021-12-31$3,706
Value of interest in common/collective trusts at end of year2021-12-31$113,270
Value of interest in common/collective trusts at beginning of year2021-12-31$100,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$638,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$489,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$489,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$980,314
Net investment gain or loss from common/collective trusts2021-12-31$7,786
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$219,793
Employer contributions (assets) at end of year2021-12-31$219,793
Employer contributions (assets) at beginning of year2021-12-31$205,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$498,914
Contract administrator fees2021-12-31$60,889
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$177,433
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$17,336
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 name2021-12-31JACOBS & COMPANY, LLP
Accountancy firm EIN2021-12-31670970652
2020 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
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$2,792,907
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$798,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$734,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,603,648
Value of total assets at end of year2020-12-31$9,873,649
Value of total assets at beginning of year2020-12-31$7,879,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,653
Total interest from all sources2020-12-31$5,610
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$222,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$222,848
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,254,748
Participant contributions at end of year2020-12-31$104,421
Participant contributions at beginning of year2020-12-31$109,342
Participant contributions at end of year2020-12-31$47,358
Participant contributions at beginning of year2020-12-31$16,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$143,435
Total non interest bearing cash at end of year2020-12-31$103,162
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,994,332
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,873,649
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,879,317
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
Investment advisory and management fees2020-12-31$11,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,806,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,926,187
Interest on participant loans2020-12-31$5,149
Value of interest in common/collective trusts at end of year2020-12-31$100,624
Value of interest in common/collective trusts at beginning of year2020-12-31$104,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$489,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$325,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$325,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$960,035
Net investment gain or loss from common/collective trusts2020-12-31$742
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$205,465
Employer contributions (assets) at end of year2020-12-31$205,190
Employer contributions (assets) at beginning of year2020-12-31$213,822
Income. Dividends from common stock2020-12-31$24
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$734,922
Contract administrator fees2020-12-31$52,236
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$17,336
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$184,322
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31JACOBS & COMPANY, LLP
Accountancy firm EIN2020-12-31670970652
2019 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING 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$45,086
Total income from all sources (including contributions)2019-12-31$2,569,125
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$692,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$638,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,443,311
Value of total assets at end of year2019-12-31$7,879,317
Value of total assets at beginning of year2019-12-31$6,048,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,697
Total interest from all sources2019-12-31$13,443
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$249,491
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$247,974
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,229,418
Participant contributions at end of year2019-12-31$109,342
Participant contributions at beginning of year2019-12-31$127,909
Participant contributions at end of year2019-12-31$16,000
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$71
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$86
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,876,355
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,879,317
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,002,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,926,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,050,705
Interest on participant loans2019-12-31$5,626
Value of interest in common/collective trusts at end of year2019-12-31$104,090
Value of interest in common/collective trusts at beginning of year2019-12-31$94,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$325,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$567,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$567,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$856,202
Net investment gain or loss from common/collective trusts2019-12-31$6,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$213,822
Employer contributions (assets) at end of year2019-12-31$213,822
Employer contributions (assets) at beginning of year2019-12-31$102,761
Income. Dividends from common stock2019-12-31$1,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$638,073
Contract administrator fees2019-12-31$44,655
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$184,322
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$103,761
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$45,000
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31JACOBS & COMPANY, LLP
Accountancy firm EIN2019-12-31670970652
2018 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING 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$45,086
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$622,906
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$346,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$297,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$878,915
Value of total assets at end of year2018-12-31$6,048,048
Value of total assets at beginning of year2018-12-31$5,726,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,173
Total interest from all sources2018-12-31$10,502
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$234,493
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$234,064
Administrative expenses professional fees incurred2018-12-31$500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$775,213
Participant contributions at end of year2018-12-31$127,909
Participant contributions at beginning of year2018-12-31$145,992
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$941
Liabilities. Value of operating payables at end of year2018-12-31$86
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$570
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$276,212
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,002,962
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,726,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$10,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,050,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,436,750
Interest on participant loans2018-12-31$6,267
Value of interest in common/collective trusts at end of year2018-12-31$94,916
Value of interest in common/collective trusts at beginning of year2018-12-31$81,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$567,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-502,400
Net investment gain or loss from common/collective trusts2018-12-31$1,396
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$102,761
Employer contributions (assets) at end of year2018-12-31$102,761
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$297,521
Contract administrator fees2018-12-31$37,943
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$103,761
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$62,122
Liabilities. Value of benefit claims payable at end of year2018-12-31$45,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31JACOBS & COMPANY, LLP
Accountancy firm EIN2018-12-31670970652
2017 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-7,299
Total unrealized appreciation/depreciation of assets2017-12-31$-7,299
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$1,091,519
Total loss/gain on sale of assets2017-12-31$10,745
Total of all expenses incurred2017-12-31$127,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$86,927
Value of total corrective distributions2017-12-31$6,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$338,240
Value of total assets at end of year2017-12-31$5,726,750
Value of total assets at beginning of year2017-12-31$4,762,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,596
Total interest from all sources2017-12-31$5,709
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$206,433
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$206,204
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$338,240
Participant contributions at end of year2017-12-31$145,992
Participant contributions at beginning of year2017-12-31$68,507
Total non interest bearing cash at end of year2017-12-31$570
Total non interest bearing cash at beginning of year2017-12-31$745
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$964,274
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,726,750
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,762,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,436,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,566,504
Interest on participant loans2017-12-31$5,709
Value of interest in common/collective trusts at end of year2017-12-31$81,316
Value of interest in common/collective trusts at beginning of year2017-12-31$74,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$537,114
Net investment gain or loss from common/collective trusts2017-12-31$577
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
Income. Dividends from common stock2017-12-31$229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$86,927
Contract administrator fees2017-12-31$31,851
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$62,122
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$51,846
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$502,493
Aggregate carrying amount (costs) on sale of assets2017-12-31$491,748
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31JACOBS & COMPANY, LLP
Accountancy firm EIN2017-12-31670970652
2016 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-12,030
Total unrealized appreciation/depreciation of assets2016-12-31$-12,030
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$743,106
Total loss/gain on sale of assets2016-12-31$-5,279
Total of all expenses incurred2016-12-31$426,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$391,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$465,304
Value of total assets at end of year2016-12-31$4,762,476
Value of total assets at beginning of year2016-12-31$4,445,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,235
Total interest from all sources2016-12-31$3,129
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$146,922
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$146,631
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$348,209
Participant contributions at end of year2016-12-31$68,507
Participant contributions at beginning of year2016-12-31$75,055
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$117,095
Total non interest bearing cash at end of year2016-12-31$745
Total non interest bearing cash at beginning of year2016-12-31$71
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$316,989
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,762,476
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,445,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,566,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,231,814
Interest on participant loans2016-12-31$3,129
Value of interest in common/collective trusts at end of year2016-12-31$74,874
Value of interest in common/collective trusts at beginning of year2016-12-31$76,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$144,177
Net investment gain or loss from common/collective trusts2016-12-31$883
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
Income. Dividends from common stock2016-12-31$291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$391,882
Contract administrator fees2016-12-31$32,957
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$51,846
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$62,466
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$250,521
Aggregate carrying amount (costs) on sale of assets2016-12-31$255,800
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31JACOBS & COMPANY, LLP
Accountancy firm EIN2016-12-31670970652
2015 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$16,412
Total unrealized appreciation/depreciation of assets2015-12-31$16,412
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$320,583
Total loss/gain on sale of assets2015-12-31$-21,248
Total of all expenses incurred2015-12-31$801,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$767,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$362,430
Value of total assets at end of year2015-12-31$4,445,487
Value of total assets at beginning of year2015-12-31$4,926,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,423
Total interest from all sources2015-12-31$1,433
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$189,424
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$189,424
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$358,957
Participant contributions at end of year2015-12-31$75,055
Participant contributions at beginning of year2015-12-31$43,337
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$71
Total non interest bearing cash at beginning of year2015-12-31$63
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-481,018
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,445,487
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,926,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,231,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,751,096
Interest on participant loans2015-12-31$1,433
Value of interest in common/collective trusts at end of year2015-12-31$76,081
Value of interest in common/collective trusts at beginning of year2015-12-31$71,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-228,641
Net investment gain or loss from common/collective trusts2015-12-31$773
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$767,178
Contract administrator fees2015-12-31$31,924
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$62,466
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$60,010
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$441,771
Aggregate carrying amount (costs) on sale of assets2015-12-31$463,019
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31JACOBS & COMPANY, LLP
Accountancy firm EIN2015-12-31670970652
2014 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-7,870
Total unrealized appreciation/depreciation of assets2014-12-31$-7,870
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$477,891
Total loss/gain on sale of assets2014-12-31$3,247
Total of all expenses incurred2014-12-31$184,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$147,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$298,076
Value of total assets at end of year2014-12-31$4,926,505
Value of total assets at beginning of year2014-12-31$4,632,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,970
Total interest from all sources2014-12-31$2,123
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$227,717
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$227,717
Administrative expenses professional fees incurred2014-12-31$4,400
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$298,076
Participant contributions at end of year2014-12-31$43,337
Participant contributions at beginning of year2014-12-31$58,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$63
Total non interest bearing cash at beginning of year2014-12-31$49
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$293,693
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,926,505
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,632,812
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
Investment advisory and management fees2014-12-31$2,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,751,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,451,641
Interest on participant loans2014-12-31$2,123
Value of interest in common/collective trusts at end of year2014-12-31$71,999
Value of interest in common/collective trusts at beginning of year2014-12-31$68,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-45,903
Net investment gain or loss from common/collective trusts2014-12-31$501
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$147,228
Contract administrator fees2014-12-31$30,172
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$60,010
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$53,280
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$231,758
Aggregate carrying amount (costs) on sale of assets2014-12-31$228,511
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31JACOBS & COMPANY, LLP
Accountancy firm EIN2014-12-31670970652
2013 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$278
Total unrealized appreciation/depreciation of assets2013-12-31$278
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$654,998
Total loss/gain on sale of assets2013-12-31$2,069
Total of all expenses incurred2013-12-31$362,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$321,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$220,857
Value of total assets at end of year2013-12-31$4,632,812
Value of total assets at beginning of year2013-12-31$4,340,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,174
Total interest from all sources2013-12-31$3,571
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$148,557
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$147,691
Administrative expenses professional fees incurred2013-12-31$11,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$220,857
Participant contributions at end of year2013-12-31$58,938
Participant contributions at beginning of year2013-12-31$49,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$49
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$292,731
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,632,812
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,340,081
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
Investment advisory and management fees2013-12-31$3,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,451,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,155,095
Interest on participant loans2013-12-31$2,600
Value of interest in common/collective trusts at end of year2013-12-31$68,904
Value of interest in common/collective trusts at beginning of year2013-12-31$39,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$68,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$68,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$279,158
Net investment gain or loss from common/collective trusts2013-12-31$508
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
Income. Dividends from common stock2013-12-31$866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$321,093
Contract administrator fees2013-12-31$26,864
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$53,280
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$27,263
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,065,999
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,063,930
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JACOBS & COMPANY, LLP
Accountancy firm EIN2013-12-31670970652
2012 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,503
Total unrealized appreciation/depreciation of assets2012-12-31$4,503
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$812
Total income from all sources (including contributions)2012-12-31$647,169
Total loss/gain on sale of assets2012-12-31$2,899
Total of all expenses incurred2012-12-31$155,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$110,093
Value of total corrective distributions2012-12-31$6,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$218,134
Value of total assets at end of year2012-12-31$4,340,081
Value of total assets at beginning of year2012-12-31$3,848,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$38,905
Total interest from all sources2012-12-31$3,163
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$152,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$152,669
Administrative expenses professional fees incurred2012-12-31$11,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$218,134
Participant contributions at end of year2012-12-31$49,691
Participant contributions at beginning of year2012-12-31$65,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$491,960
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,340,081
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,848,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,155,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,631,834
Interest on participant loans2012-12-31$2,611
Value of interest in common/collective trusts at end of year2012-12-31$39,110
Value of interest in common/collective trusts at beginning of year2012-12-31$37,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$68,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$70,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$70,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$264,684
Net investment gain or loss from common/collective trusts2012-12-31$928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from common stock2012-12-31$189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$110,093
Contract administrator fees2012-12-31$25,002
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$27,263
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$43,345
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$817,875
Aggregate carrying amount (costs) on sale of assets2012-12-31$814,976
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JACOBS & COMPANY, LLP
Accountancy firm EIN2012-12-31670970652
2011 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$3,694
Total unrealized appreciation/depreciation of assets2011-12-31$3,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$149,631
Total loss/gain on sale of assets2011-12-31$-8,510
Total of all expenses incurred2011-12-31$215,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$183,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$218,768
Value of total assets at end of year2011-12-31$3,848,933
Value of total assets at beginning of year2011-12-31$3,913,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,002
Total interest from all sources2011-12-31$4,854
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$107,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$107,227
Administrative expenses professional fees incurred2011-12-31$4,400
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$188,237
Participant contributions at end of year2011-12-31$65,824
Participant contributions at beginning of year2011-12-31$81,648
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-65,790
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,848,121
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,913,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,501
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,631,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,659,427
Interest on participant loans2011-12-31$3,047
Value of interest in common/collective trusts at end of year2011-12-31$37,112
Value of interest in common/collective trusts at beginning of year2011-12-31$35,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$70,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$70,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$70,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-177,261
Net investment gain or loss from common/collective trusts2011-12-31$660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$183,419
Contract administrator fees2011-12-31$24,101
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$43,345
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$67,445
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,106,645
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,115,155
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GOLDBERG JACOBS & COMPANY, LLP
Accountancy firm EIN2011-12-31670970652
2010 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-4,569
Total unrealized appreciation/depreciation of assets2010-12-31$-4,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$121
Total income from all sources (including contributions)2010-12-31$580,169
Total loss/gain on sale of assets2010-12-31$2,825
Total of all expenses incurred2010-12-31$212,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$182,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$192,674
Value of total assets at end of year2010-12-31$3,913,911
Value of total assets at beginning of year2010-12-31$3,546,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,874
Total interest from all sources2010-12-31$4,948
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$83,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$83,692
Administrative expenses professional fees incurred2010-12-31$9,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$192,674
Participant contributions at end of year2010-12-31$81,648
Participant contributions at beginning of year2010-12-31$14,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$367,295
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,913,911
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,546,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,659,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,311,850
Interest on participant loans2010-12-31$1,718
Value of interest in common/collective trusts at end of year2010-12-31$35,121
Value of interest in common/collective trusts at beginning of year2010-12-31$113,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$70,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$82,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$82,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$299,240
Net investment gain or loss from common/collective trusts2010-12-31$1,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$182,000
Contract administrator fees2010-12-31$18,473
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$67,445
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$24,210
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$574,182
Aggregate carrying amount (costs) on sale of assets2010-12-31$571,357
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GOLDBERG JACOBS & COMPANY, LLP
Accountancy firm EIN2010-12-31670970652
2009 : BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN

2022: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING 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 filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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