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Plan Name | WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WEST YOST & ASSOCIATES, INC. |
Employer identification number (EIN): | 680370826 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about WEST YOST & ASSOCIATES, INC.
Jurisdiction of Incorporation: | Wyoming Corporations Division |
Incorporation Date: | 2021-04-19 |
Company Identification Number: | 000997977 |
Legal Registered Office Address: |
2020 Research Park Drive, Suite 100 Davis United States of America (USA) 95618 |
More information about WEST YOST & ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | CHANAKA EKANAYAKE | CHANAKA EKANAYAKE | 2018-05-08 | |
003 | 2017-01-01 | CHANAKA EKANAYAKE | CHANAKA EKANAYAKE | 2018-05-09 | |
003 | 2016-01-01 | CHANAKA EKANAYAKE | CHANAKA EKANAYAKE | 2017-07-06 | |
003 | 2015-01-01 | CHANAKA EKANAYAKE | CHANAKA EKANAYAKE | 2016-05-31 | |
003 | 2014-01-01 | JOHN GOODWIN | JOHN GOODWIN | 2015-04-10 | |
003 | 2013-01-01 | ELIZABETH NILSEN | |||
003 | 2012-01-01 | ELIZABETH NILSEN | ELIZABETH NILSEN | 2013-10-10 | |
003 | 2011-01-01 | ELIZABETH NILSEN | ELIZABETH NILSEN | 2012-09-17 | |
003 | 2010-01-01 | ELIZABETH NILSEN | ELIZABETH NILSEN | 2011-09-15 | |
003 | 2009-01-01 | ELIZABETH NILSEN | ELIZABETH NILSEN | 2010-09-20 |
Measure | Date | Value |
---|---|---|
2022: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 227 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 185 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 34 |
Total of all active and inactive participants | 2021-01-01 | 220 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 220 |
Number of participants with account balances | 2021-01-01 | 220 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 20 |
2020: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 202 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 178 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 38 |
Total of all active and inactive participants | 2020-01-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 217 |
Number of participants with account balances | 2020-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
2019: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 194 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 41 |
Total of all active and inactive participants | 2019-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 196 |
Number of participants with account balances | 2019-01-01 | 195 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 11 |
2018: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 37 |
Total of all active and inactive participants | 2018-01-01 | 185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 185 |
Number of participants with account balances | 2018-01-01 | 185 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 11 |
2017: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 35 |
Total of all active and inactive participants | 2017-01-01 | 177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 177 |
Number of participants with account balances | 2017-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 29 |
Total of all active and inactive participants | 2016-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 126 |
Number of participants with account balances | 2016-01-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
2015: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 29 |
Total of all active and inactive participants | 2015-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 116 |
Number of participants with account balances | 2015-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 10 |
2014: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 18 |
Total of all active and inactive participants | 2014-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 100 |
Number of participants with account balances | 2014-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 22 |
Total of all active and inactive participants | 2013-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 96 |
Number of participants with account balances | 2013-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 25 |
Total of all active and inactive participants | 2012-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 95 |
Number of participants with account balances | 2012-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 21 |
Total of all active and inactive participants | 2011-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 96 |
Number of participants with account balances | 2011-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 24 |
Total of all active and inactive participants | 2010-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 102 |
Number of participants with account balances | 2010-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 8 |
2009: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 18 |
Total of all active and inactive participants | 2009-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 101 |
Number of participants with account balances | 2009-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2022 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-10-18 | $-264,012 |
Total unrealized appreciation/depreciation of assets | 2022-10-18 | $-264,012 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-18 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-18 | $0 |
Total income from all sources (including contributions) | 2022-10-18 | $-253,274 |
Total loss/gain on sale of assets | 2022-10-18 | $0 |
Total of all expenses incurred | 2022-10-18 | $12,159,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-18 | $12,150,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-10-18 | $0 |
Value of total assets at end of year | 2022-10-18 | $0 |
Value of total assets at beginning of year | 2022-10-18 | $12,412,991 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-18 | $8,803 |
Total interest from all sources | 2022-10-18 | $751 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-10-18 | $9,987 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-10-18 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-10-18 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-10-18 | $9,987 |
Was this plan covered by a fidelity bond | 2022-10-18 | Yes |
Value of fidelity bond cover | 2022-10-18 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-10-18 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-10-18 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-18 | No |
Value of net income/loss | 2022-10-18 | $-12,412,991 |
Value of net assets at end of year (total assets less liabilities) | 2022-10-18 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-10-18 | $12,412,991 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-10-18 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-18 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-10-18 | No |
Investment advisory and management fees | 2022-10-18 | $8,803 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-10-18 | $3,625,362 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-10-18 | $1,258,695 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-10-18 | $1,258,695 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-10-18 | $751 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-18 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-10-18 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-10-18 | No |
Assets. Invements in employer securities at beginning of year | 2022-10-18 | $6,879,174 |
Employer contributions (assets) at beginning of year | 2022-10-18 | $649,760 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-18 | $12,150,914 |
Did the plan have assets held for investment | 2022-10-18 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-18 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-18 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-10-18 | Unqualified |
Accountancy firm name | 2022-10-18 | BFBA, LLP |
Accountancy firm EIN | 2022-10-18 | 680000424 |
2021 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $549,447 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $549,447 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
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 | $2,589,356 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $341,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $324,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $649,760 |
Value of total assets at end of year | 2021-12-31 | $12,412,991 |
Value of total assets at beginning of year | 2021-12-31 | $10,164,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $16,325 |
Total interest from all sources | 2021-12-31 | $6 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $146,827 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $146,827 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other income not declared elsewhere | 2021-12-31 | $1,243,316 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,248,303 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,412,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,164,688 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $16,325 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,625,362 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,101,524 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,258,695 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $15,374 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $15,374 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $6 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $6,879,174 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $6,465,544 |
Contributions received in cash from employer | 2021-12-31 | $649,760 |
Employer contributions (assets) at end of year | 2021-12-31 | $649,760 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $582,246 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $324,728 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BFBA, LLP |
Accountancy firm EIN | 2021-12-31 | 600000424 |
2020 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $933,230 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $933,230 |
Total transfer of assets to this plan | 2020-12-31 | $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 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,587,697 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $775,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $765,526 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $582,246 |
Value of total assets at end of year | 2020-12-31 | $10,164,688 |
Value of total assets at beginning of year | 2020-12-31 | $8,352,370 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $9,853 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $209 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $54,239 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $54,239 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $1,017,773 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $1,812,318 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,164,688 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,352,370 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $9,853 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,101,524 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,117,282 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $15,374 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,017,736 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,017,736 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $209 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $6,465,544 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $5,685,288 |
Contributions received in cash from employer | 2020-12-31 | $582,246 |
Employer contributions (assets) at end of year | 2020-12-31 | $582,246 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $532,064 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $765,526 |
Contract administrator fees | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BFBA, LLP |
Accountancy firm EIN | 2020-12-31 | 680000424 |
2019 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $470,505 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $470,505 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $470,505 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $470,505 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 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 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 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,741,414 |
Total income from all sources (including contributions) | 2019-12-31 | $1,741,414 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $830,899 |
Total of all expenses incurred | 2019-12-31 | $830,899 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $818,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $818,386 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $532,064 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $532,064 |
Value of total assets at end of year | 2019-12-31 | $8,352,370 |
Value of total assets at end of year | 2019-12-31 | $8,352,370 |
Value of total assets at beginning of year | 2019-12-31 | $7,441,855 |
Value of total assets at beginning of year | 2019-12-31 | $7,441,855 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $12,513 |
Total income from rents | 2019-12-31 | $0 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $2,493 |
Total interest from all sources | 2019-12-31 | $2,493 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $22,810 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $22,810 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $22,810 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $22,810 |
Administrative expenses professional fees incurred | 2019-12-31 | $11,905 |
Administrative expenses professional fees incurred | 2019-12-31 | $11,905 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $800,000 |
Value of fidelity bond cover | 2019-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $713,542 |
Other income not declared elsewhere | 2019-12-31 | $713,542 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $0 |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $910,515 |
Value of net income/loss | 2019-12-31 | $910,515 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,352,370 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,352,370 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,441,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,441,855 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $608 |
Investment advisory and management fees | 2019-12-31 | $608 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,117,282 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,117,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,277,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,277,282 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,017,736 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,017,736 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $788,295 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $788,295 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $788,295 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $788,295 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,493 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,493 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $5,685,288 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $5,685,288 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $5,376,278 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $5,376,278 |
Contributions received in cash from employer | 2019-12-31 | $532,064 |
Contributions received in cash from employer | 2019-12-31 | $532,064 |
Employer contributions (assets) at end of year | 2019-12-31 | $532,064 |
Employer contributions (assets) at end of year | 2019-12-31 | $532,064 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $818,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $818,386 |
Contract administrator fees | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BFBA LLP |
Accountancy firm name | 2019-12-31 | BFBA LLP |
Accountancy firm EIN | 2019-12-31 | 680000424 |
Accountancy firm EIN | 2019-12-31 | 680000424 |
2018 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-329,359 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-329,359 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Expenses. Interest paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $859,509 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $283,305 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $274,795 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $524,580 |
Value of total assets at end of year | 2018-12-31 | $7,441,855 |
Value of total assets at beginning of year | 2018-12-31 | $6,865,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,510 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $279 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $37,951 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $37,951 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $0 |
Contributions received from participants | 2018-12-31 | $0 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $566,494 |
Administrative expenses (other) incurred | 2018-12-31 | $8,510 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | Yes |
Income. Non cash contributions | 2018-12-31 | $354,580 |
Value of net income/loss | 2018-12-31 | $576,204 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,441,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,865,651 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,277,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,171,310 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $788,295 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $501,561 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $501,561 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $279 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $59,564 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $5,376,278 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $5,192,780 |
Contributions received in cash from employer | 2018-12-31 | $170,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $274,795 |
Contract administrator fees | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BFBA LLP |
Accountancy firm EIN | 2018-12-31 | 680000424 |
2017 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $597,398 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $597,398 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $218,329 |
Expenses. Interest paid | 2017-12-31 | $7,991 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $7,991 |
Total income from all sources (including contributions) | 2017-12-31 | $1,627,510 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $624,351 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $615,760 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $458,660 |
Value of total assets at end of year | 2017-12-31 | $6,865,651 |
Value of total assets at beginning of year | 2017-12-31 | $6,080,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $600 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $366 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $38,529 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $38,529 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
Contributions received from participants | 2017-12-31 | $0 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $218,329 |
Other income not declared elsewhere | 2017-12-31 | $526,495 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $366,660 |
Value of net income/loss | 2017-12-31 | $1,003,159 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,865,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,862,492 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,171,310 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $512,190 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $501,561 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,309,020 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,309,020 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $366 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,062 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $5,192,780 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $4,259,611 |
Contributions received in cash from employer | 2017-12-31 | $92,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $615,760 |
Contract administrator fees | 2017-12-31 | $600 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BFBA LLP |
Accountancy firm EIN | 2017-12-31 | 680000424 |
2016 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $286,594 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $286,594 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $218,329 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $369,582 |
Expenses. Interest paid | 2016-12-31 | $14,783 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $14,783 |
Total income from all sources (including contributions) | 2016-12-31 | $1,237,738 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $205,098 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $190,015 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $456,887 |
Value of total assets at end of year | 2016-12-31 | $6,080,821 |
Value of total assets at beginning of year | 2016-12-31 | $5,199,434 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $300 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $950 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $18,601 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $18,601 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
Contributions received from participants | 2016-12-31 | $0 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $218,329 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $369,582 |
Other income not declared elsewhere | 2016-12-31 | $472,495 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $436,887 |
Value of net income/loss | 2016-12-31 | $1,032,640 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,862,492 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,829,852 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $512,190 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $486,454 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,309,020 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,171,627 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,171,627 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $950 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,211 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $4,259,611 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $3,541,353 |
Contributions received in cash from employer | 2016-12-31 | $20,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $190,015 |
Contract administrator fees | 2016-12-31 | $300 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BFBA LLP |
Accountancy firm EIN | 2016-12-31 | 680000424 |
2015 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $369,582 |
Total plan liabilities at beginning of year | 2015-12-31 | $435,193 |
Total income from all sources | 2015-12-31 | $1,190,659 |
Expenses. Total of all expenses incurred | 2015-12-31 | $250,774 |
Benefits paid (including direct rollovers) | 2015-12-31 | $229,453 |
Total plan assets at end of year | 2015-12-31 | $5,199,434 |
Total plan assets at beginning of year | 2015-12-31 | $4,325,160 |
Value of fidelity bond covering the plan | 2015-12-31 | $0 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $17,408 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $830,659 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $939,885 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,829,852 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,889,967 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2015-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $0 |
Assets. Value of employer securities | 2015-12-31 | $3,541,353 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $360,000 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,913 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $435,193 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,290,148 |
Expenses. Total of all expenses incurred | 2014-12-31 | $57,013 |
Benefits paid (including direct rollovers) | 2014-12-31 | $32,322 |
Total plan assets at end of year | 2014-12-31 | $4,325,160 |
Total plan assets at beginning of year | 2014-12-31 | $2,656,832 |
Value of fidelity bond covering the plan | 2014-12-31 | $800,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $24,691 |
Other income received | 2014-12-31 | $977,148 |
Net income (gross income less expenses) | 2014-12-31 | $1,233,135 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,889,967 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,656,832 |
Assets. Value of employer securities | 2014-12-31 | $3,208,244 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $313,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $135 |
Total income from all sources | 2013-12-31 | $535,524 |
Expenses. Total of all expenses incurred | 2013-12-31 | $19,175 |
Benefits paid (including direct rollovers) | 2013-12-31 | $14,940 |
Total plan assets at end of year | 2013-12-31 | $2,656,832 |
Total plan assets at beginning of year | 2013-12-31 | $2,140,618 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Other income received | 2013-12-31 | $335,524 |
Net income (gross income less expenses) | 2013-12-31 | $516,349 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,656,832 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,140,483 |
Assets. Value of employer securities | 2013-12-31 | $1,440,994 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $200,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,235 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $135 |
Total plan liabilities at beginning of year | 2012-12-31 | $207,064 |
Total income from all sources | 2012-12-31 | $318,002 |
Expenses. Total of all expenses incurred | 2012-12-31 | $36,037 |
Benefits paid (including direct rollovers) | 2012-12-31 | $16,799 |
Total plan assets at end of year | 2012-12-31 | $2,140,618 |
Total plan assets at beginning of year | 2012-12-31 | $2,065,582 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $15,520 |
Other income received | 2012-12-31 | $207,062 |
Net income (gross income less expenses) | 2012-12-31 | $281,965 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,140,483 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,858,518 |
Assets. Value of employer securities | 2012-12-31 | $1,417,233 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $110,940 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,718 |
2011 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $207,064 |
Total plan liabilities at beginning of year | 2011-12-31 | $402,345 |
Total income from all sources | 2011-12-31 | $266,179 |
Expenses. Total of all expenses incurred | 2011-12-31 | $43,174 |
Benefits paid (including direct rollovers) | 2011-12-31 | $10,661 |
Total plan assets at end of year | 2011-12-31 | $2,065,582 |
Total plan assets at beginning of year | 2011-12-31 | $2,037,858 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $29,956 |
Other income received | 2011-12-31 | $186,179 |
Net income (gross income less expenses) | 2011-12-31 | $223,005 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,858,518 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,635,513 |
Assets. Value of employer securities | 2011-12-31 | $1,336,436 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $80,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,557 |
2010 : WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $400,813 |
Total plan liabilities at beginning of year | 2010-12-31 | $588,256 |
Total income from all sources | 2010-12-31 | $296,264 |
Expenses. Total of all expenses incurred | 2010-12-31 | $59,047 |
Benefits paid (including direct rollovers) | 2010-12-31 | $15,661 |
Total plan assets at end of year | 2010-12-31 | $2,036,326 |
Total plan assets at beginning of year | 2010-12-31 | $1,986,552 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $43,386 |
Other income received | 2010-12-31 | $216,264 |
Net income (gross income less expenses) | 2010-12-31 | $237,217 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,635,513 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,398,296 |
Assets. Value of employer securities | 2010-12-31 | $1,359,986 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $80,000 |
2022: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | Yes |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | Yes |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WEST YOST ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |