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THE PLATEAU 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE PLATEAU 401K PROFIT SHARING PLAN
Plan identification number 001

THE PLATEAU 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

PLATEAU EXCAVATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:PLATEAU EXCAVATION, INC.
Employer identification number (EIN):621181746
NAIC Classification:238900

Additional information about PLATEAU EXCAVATION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-02-06
Company Identification Number: 0802928985
Legal Registered Office Address: 375 LEE INDUSTRIAL BLVD

AUSTELL
United States of America (USA)
30168

More information about PLATEAU EXCAVATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PLATEAU 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAM HOWELL
0012016-01-01PAM HOWELL PAM HOWELL2017-10-12
0012015-01-01PAM HOWELL PAM HOWELL2016-10-12
0012014-01-01PAM HOWELL PAM HOWELL2015-10-12
0012013-01-01PAM HOWELL
0012012-01-01PAM HOWELL
0012011-01-01PAM HOWELL2012-10-10 PAM HOWELL2012-10-10
0012010-01-01PAM HOWELL2011-06-21

Plan Statistics for THE PLATEAU 401K PROFIT SHARING PLAN

401k plan membership statisitcs for THE PLATEAU 401K PROFIT SHARING PLAN

Measure Date Value
2021: THE PLATEAU 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01838
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE PLATEAU 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01821
Total number of active participants reported on line 7a of the Form 55002020-01-01705
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01755
Number of participants with account balances2020-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE PLATEAU 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01786
Total number of active participants reported on line 7a of the Form 55002019-01-01700
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01743
Number of participants with account balances2019-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE PLATEAU 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01676
Total number of active participants reported on line 7a of the Form 55002018-01-01647
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01683
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE PLATEAU 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01617
Total number of active participants reported on line 7a of the Form 55002017-01-01556
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01592
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE PLATEAU 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01518
Total number of active participants reported on line 7a of the Form 55002016-01-01521
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01544
Number of participants with account balances2016-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE PLATEAU 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01378
Total number of active participants reported on line 7a of the Form 55002015-01-01336
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01352
Number of participants with account balances2015-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE PLATEAU 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01294
Total number of active participants reported on line 7a of the Form 55002014-01-01294
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01311
Number of participants with account balances2014-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0153
2013: THE PLATEAU 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01284
Total number of active participants reported on line 7a of the Form 55002013-01-01218
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01235
Number of participants with account balances2013-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE PLATEAU 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01175
Total number of active participants reported on line 7a of the Form 55002012-01-01223
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01241
Number of participants with account balances2012-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on THE PLATEAU 401K PROFIT SHARING PLAN

Measure Date Value
2021 : THE PLATEAU 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total transfer of assets from this plan2021-01-31$5,097,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total income from all sources (including contributions)2021-01-31$113,649
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$53,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$52,839
Expenses. Certain deemed distributions of participant loans2021-01-31$0
Value of total corrective distributions2021-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$0
Value of total assets at end of year2021-01-31$0
Value of total assets at beginning of year2021-01-31$5,037,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$1,136
Total interest from all sources2021-01-31$198
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-01-31$0
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$350,000
If this is an individual account plan, was there a blackout period2021-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$0
Participant contributions at end of year2021-01-31$0
Participant contributions at beginning of year2021-01-31$141,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$59,674
Value of net assets at end of year (total assets less liabilities)2021-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$5,037,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$4,896,490
Interest on participant loans2021-01-31$198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$113,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$52,839
Contract administrator fees2021-01-31$1,136
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31Yes
Opinion of an independent qualified public accountant for this plan2021-01-31Disclaimer
Accountancy firm name2021-01-31COOPER TRAVIS & COMPANY PLC
Accountancy firm EIN2021-01-31621317955
2020 : THE PLATEAU 401K 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$951,354
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$305,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$204,990
Expenses. Certain deemed distributions of participant loans2020-12-31$3,650
Value of total corrective distributions2020-12-31$65,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$145,838
Value of total assets at end of year2020-12-31$5,037,777
Value of total assets at beginning of year2020-12-31$4,391,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,664
Total interest from all sources2020-12-31$9,354
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
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$120,260
Participant contributions at end of year2020-12-31$141,287
Participant contributions at beginning of year2020-12-31$158,181
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$646,094
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,037,777
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,391,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,896,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,233,502
Interest on participant loans2020-12-31$9,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$796,162
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$25,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$204,990
Contract administrator fees2020-12-31$30,664
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31COOPER TRAVIS & COMPANY PLC
Accountancy firm EIN2020-12-31621317955
2019 : THE PLATEAU 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,305,237
Total income from all sources (including contributions)2019-12-31$1,305,237
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$331,207
Total of all expenses incurred2019-12-31$331,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$233,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$233,480
Expenses. Certain deemed distributions of participant loans2019-12-31$13,566
Expenses. Certain deemed distributions of participant loans2019-12-31$13,566
Value of total corrective distributions2019-12-31$54,898
Value of total corrective distributions2019-12-31$54,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$524,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$524,626
Value of total assets at end of year2019-12-31$4,391,683
Value of total assets at beginning of year2019-12-31$3,417,653
Value of total assets at beginning of year2019-12-31$3,417,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,263
Total interest from all sources2019-12-31$7,623
Total interest from all sources2019-12-31$7,623
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$428,438
Contributions received from participants2019-12-31$428,438
Participant contributions at end of year2019-12-31$158,181
Participant contributions at end of year2019-12-31$158,181
Participant contributions at beginning of year2019-12-31$140,105
Participant contributions at beginning of year2019-12-31$140,105
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,208
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,208
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
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$974,030
Value of net income/loss2019-12-31$974,030
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,391,683
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,391,683
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,417,653
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,417,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,233,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,233,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,277,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,277,548
Income. Interest from loans (other than to participants)2019-12-31$7,623
Income. Interest from loans (other than to participants)2019-12-31$7,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$772,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$772,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$86,980
Contributions received in cash from employer2019-12-31$86,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$233,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$233,480
Contract administrator fees2019-12-31$29,263
Contract administrator fees2019-12-31$29,263
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COOPER TRAVIS & COMPANY PLC
Accountancy firm name2019-12-31COOPER TRAVIS & COMPANY PLC
Accountancy firm EIN2019-12-31621317955
Accountancy firm EIN2019-12-31621317955
2018 : THE PLATEAU 401K 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$294,913
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$315,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$249,834
Expenses. Certain deemed distributions of participant loans2018-12-31$1,824
Value of total corrective distributions2018-12-31$28,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$504,900
Value of total assets at end of year2018-12-31$3,417,653
Value of total assets at beginning of year2018-12-31$3,438,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,256
Total interest from all sources2018-12-31$7,818
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
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$421,016
Participant contributions at end of year2018-12-31$140,105
Participant contributions at beginning of year2018-12-31$129,621
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,052
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,417,653
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,438,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,277,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,309,084
Interest on participant loans2018-12-31$7,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-217,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$83,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$249,834
Contract administrator fees2018-12-31$36,256
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COOPER TRAVIS & COMPANY PLC
Accountancy firm EIN2018-12-31621317955
2017 : THE PLATEAU 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,060,467
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$752,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$685,732
Expenses. Certain deemed distributions of participant loans2017-12-31$15,520
Value of total corrective distributions2017-12-31$23,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$511,676
Value of total assets at end of year2017-12-31$3,438,705
Value of total assets at beginning of year2017-12-31$3,130,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,682
Total interest from all sources2017-12-31$5,356
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
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$396,123
Participant contributions at end of year2017-12-31$129,621
Participant contributions at beginning of year2017-12-31$95,237
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$36,519
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$308,190
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,438,705
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,130,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,309,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,035,278
Interest on participant loans2017-12-31$5,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$543,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$79,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$685,732
Contract administrator fees2017-12-31$27,682
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COOPER TRAVIS & COMPANY PLC
Accountancy firm EIN2017-12-31621317955
2016 : THE PLATEAU 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,827,683
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$230,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$167,092
Value of total corrective distributions2016-12-31$22,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,665,810
Value of total assets at end of year2016-12-31$3,130,515
Value of total assets at beginning of year2016-12-31$1,533,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,320
Total interest from all sources2016-12-31$2,644
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
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$308,750
Participant contributions at end of year2016-12-31$95,237
Participant contributions at beginning of year2016-12-31$21,758
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,298,781
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,597,387
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,130,515
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,533,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,035,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,296,441
Interest on participant loans2016-12-31$2,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$214,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$214,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$159,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$58,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$167,092
Contract administrator fees2016-12-31$40,320
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COOPER TRAVIS & COMPANY PLC
Accountancy firm EIN2016-12-31621317955
2015 : THE PLATEAU 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$163,348
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$307,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$272,079
Value of total corrective distributions2015-12-31$11,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$158,846
Value of total assets at end of year2015-12-31$1,533,128
Value of total assets at beginning of year2015-12-31$1,677,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,210
Total interest from all sources2015-12-31$871
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
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$115,992
Participant contributions at end of year2015-12-31$21,758
Participant contributions at beginning of year2015-12-31$29,402
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-144,638
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,533,128
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,677,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,296,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,386,874
Interest on participant loans2015-12-31$871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$214,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$261,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$261,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$3,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$28,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$272,079
Contract administrator fees2015-12-31$24,210
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COOPER TRAVIS & COMPANY PLC
Accountancy firm EIN2015-12-31621317955
2014 : THE PLATEAU 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$180,251
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$38,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,644
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$10,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$98,415
Value of total assets at end of year2014-12-31$1,677,766
Value of total assets at beginning of year2014-12-31$1,535,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,559
Total interest from all sources2014-12-31$494
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
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$79,799
Participant contributions at end of year2014-12-31$29,402
Participant contributions at beginning of year2014-12-31$40,621
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$142,195
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,677,766
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,535,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,386,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,494,950
Interest on participant loans2014-12-31$1,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$261,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$81,342
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,644
Contract administrator fees2014-12-31$21,559
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COOPER TRAVIS & COMPANY PLC
Accountancy firm EIN2014-12-31621317955
2013 : THE PLATEAU 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$336,851
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$60,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$55,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$156,633
Value of total assets at end of year2013-12-31$1,535,571
Value of total assets at beginning of year2013-12-31$1,259,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,458
Total interest from all sources2013-12-31$862
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
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$64,814
Participant contributions at end of year2013-12-31$40,621
Participant contributions at beginning of year2013-12-31$17,118
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$76,487
Administrative expenses (other) incurred2013-12-31$4,458
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$276,432
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,535,571
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,259,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,494,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,242,021
Interest on participant loans2013-12-31$862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$179,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$15,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$55,961
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COOPER, TRAVIS & COMPANY
Accountancy firm EIN2013-12-31621317955
2012 : THE PLATEAU 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$213,605
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$139,338
Value of total assets at end of year2012-12-31$1,259,139
Value of total assets at beginning of year2012-12-31$1,056,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$211
Total interest from all sources2012-12-31$225
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
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$61,093
Participant contributions at end of year2012-12-31$17,118
Participant contributions at beginning of year2012-12-31$341
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$63,622
Administrative expenses (other) incurred2012-12-31$211
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$202,826
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,259,139
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,056,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,242,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,055,972
Interest on participant loans2012-12-31$225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$74,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$14,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,568
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COOPER, TRAVIS & COMPANY, PLC
Accountancy firm EIN2012-12-31621317955

Form 5500 Responses for THE PLATEAU 401K PROFIT SHARING PLAN

2021: THE PLATEAU 401K 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 filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE PLATEAU 401K 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PLATEAU 401K 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PLATEAU 401K 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PLATEAU 401K 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PLATEAU 401K 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PLATEAU 401K 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: THE PLATEAU 401K 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: THE PLATEAU 401K 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: THE PLATEAU 401K 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JP4Y
Policy instance 1
Insurance contract or identification numberGAP-CP-JP4Y
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JP4Y
Policy instance 1
Insurance contract or identification numberGAP-CP-JP4Y
Number of Individuals Covered154
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JP4Y
Policy instance 1
Insurance contract or identification numberGAP-CP-JP4Y
Number of Individuals Covered700
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JP4Y
Policy instance 1
Insurance contract or identification numberGAP-CP-JP4Y
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JP4Y
Policy instance 1
Insurance contract or identification numberGAP-CP-JP4Y
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?7
Insurance broker nameSA STONE WEALTH MANAGEMENT INC.

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