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GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameGILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN
Plan identification number 008

GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN Benefits

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

401k Sponsoring company profile

WEST FRASER, INC. has sponsored the creation of one or more 401k plans.

Company Name:WEST FRASER, INC.
Employer identification number (EIN):721489951
NAIC Classification:113110
NAIC Description:Timber Tract Operations

Additional information about WEST FRASER, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3293933

More information about WEST FRASER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082018-01-01PAUL LENTZ PAUL LENTZ2018-11-15
0082017-01-01KIM R. FOSTER KIM R. FOSTER2018-10-15

Plan Statistics for GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN

Measure Date Value
2018: GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01276
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01295
Total number of active participants reported on line 7a of the Form 55002017-01-01213
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01276
Number of participants with account balances2017-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN

Measure Date Value
2018 : GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-02$0
Total transfer of assets from this plan2018-01-02$26,614,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-02$0
Total income from all sources (including contributions)2018-01-02$0
Total loss/gain on sale of assets2018-01-02$0
Total of all expenses incurred2018-01-02$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-02$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-02$0
Value of total assets at end of year2018-01-02$0
Value of total assets at beginning of year2018-01-02$26,614,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-02$0
Total interest from all sources2018-01-02$0
Total dividends received (eg from common stock, registered investment company shares)2018-01-02$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-02Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-01-02$0
Was this plan covered by a fidelity bond2018-01-02Yes
Value of fidelity bond cover2018-01-02$5,000,000
If this is an individual account plan, was there a blackout period2018-01-02No
Were there any nonexempt tranactions with any party-in-interest2018-01-02No
Participant contributions at end of year2018-01-02$0
Participant contributions at beginning of year2018-01-02$520,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-02No
Value of net income/loss2018-01-02$0
Value of net assets at end of year (total assets less liabilities)2018-01-02$0
Value of net assets at beginning of year (total assets less liabilities)2018-01-02$26,614,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-02No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-02No
Were any leases to which the plan was party in default or uncollectible2018-01-02No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-02$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-02$19,730,992
Value of interest in common/collective trusts at end of year2018-01-02$0
Value of interest in common/collective trusts at beginning of year2018-01-02$6,363,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-02No
Was there a failure to transmit to the plan any participant contributions2018-01-02No
Has the plan failed to provide any benefit when due under the plan2018-01-02No
Did the plan have assets held for investment2018-01-02No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-02No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-02Yes
Opinion of an independent qualified public accountant for this plan2018-01-02Disclaimer
Accountancy firm name2018-01-02DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-01-02560747981
2017 : GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT 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$6,734,970
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,992,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,991,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,148,809
Value of total assets at end of year2017-12-31$26,614,675
Value of total assets at beginning of year2017-12-31$28,872,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,513
Total interest from all sources2017-12-31$24,596
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,168,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,168,788
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,303,584
Participant contributions at end of year2017-12-31$520,036
Participant contributions at beginning of year2017-12-31$613,028
Administrative expenses (other) incurred2017-12-31$1,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-2,257,752
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,614,675
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,872,427
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$19,730,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,789,727
Interest on participant loans2017-12-31$24,596
Value of interest in common/collective trusts at end of year2017-12-31$6,363,647
Value of interest in common/collective trusts at beginning of year2017-12-31$8,469,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,238,380
Net investment gain or loss from common/collective trusts2017-12-31$154,397
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$845,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,991,209
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 name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981

Form 5500 Responses for GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN

2018: GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GILMAN INVESTMENT, LLC DEFERRED COMPENSATION SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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