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CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 401k Plan overview

Plan NameCURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
Plan identification number 002

CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

CURTIS C. GUNN, INC. has sponsored the creation of one or more 401k plans.

Company Name:CURTIS C. GUNN, INC.
Employer identification number (EIN):742143518
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01KELLY COLLINS
0022015-07-01KELLY COLLINS
0022014-07-01KELLY COLLINS
0022013-07-01CINDY ROWLEY
0022012-07-01KELLY COLLINS
0022011-07-01KELLY COLLINS KELLY COLLINS2013-04-15
0022010-07-01KELLY COLLINS KELLY COLLINS2012-04-13
0022009-07-01KELLY COLLINS
0022009-07-01KELLY COLLINS

Plan Statistics for CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

401k plan membership statisitcs for CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2022: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-07-0115
Total number of active participants reported on line 7a of the Form 55002022-07-010
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-010
Number of participants with account balances2022-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-01748
Total number of active participants reported on line 7a of the Form 55002021-07-01508
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01508
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-01894
Total number of active participants reported on line 7a of the Form 55002020-07-01508
Number of retired or separated participants receiving benefits2020-07-0162
Number of other retired or separated participants entitled to future benefits2020-07-01167
Total of all active and inactive participants2020-07-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0111
Total participants2020-07-01748
Number of participants with account balances2020-07-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-012
2019: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-01861
Total number of active participants reported on line 7a of the Form 55002019-07-01528
Number of retired or separated participants receiving benefits2019-07-01132
Number of other retired or separated participants entitled to future benefits2019-07-01203
Total of all active and inactive participants2019-07-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-018
Total participants2019-07-01871
Number of participants with account balances2019-07-01772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0149
2018: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-01919
Total number of active participants reported on line 7a of the Form 55002018-07-01548
Number of retired or separated participants receiving benefits2018-07-0151
Number of other retired or separated participants entitled to future benefits2018-07-01199
Total of all active and inactive participants2018-07-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-019
Total participants2018-07-01807
Number of participants with account balances2018-07-01795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0155
2017: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-01947
Total number of active participants reported on line 7a of the Form 55002017-07-01548
Number of retired or separated participants receiving benefits2017-07-0164
Number of other retired or separated participants entitled to future benefits2017-07-01253
Total of all active and inactive participants2017-07-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-018
Total participants2017-07-01873
Number of participants with account balances2017-07-01867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0186
2016: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-01949
Total number of active participants reported on line 7a of the Form 55002016-07-01626
Number of retired or separated participants receiving benefits2016-07-0175
Number of other retired or separated participants entitled to future benefits2016-07-01179
Total of all active and inactive participants2016-07-01880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-014
Total participants2016-07-01884
Number of participants with account balances2016-07-01876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0145
2015: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-01912
Total number of active participants reported on line 7a of the Form 55002015-07-01620
Number of retired or separated participants receiving benefits2015-07-0171
Number of other retired or separated participants entitled to future benefits2015-07-01191
Total of all active and inactive participants2015-07-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-015
Total participants2015-07-01887
Number of participants with account balances2015-07-01887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0145
2014: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-01919
Total number of active participants reported on line 7a of the Form 55002014-07-01589
Number of retired or separated participants receiving benefits2014-07-0152
Number of other retired or separated participants entitled to future benefits2014-07-01204
Total of all active and inactive participants2014-07-01845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01847
Number of participants with account balances2014-07-01843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0143
2013: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-01850
Total number of active participants reported on line 7a of the Form 55002013-07-01555
Number of retired or separated participants receiving benefits2013-07-0127
Number of other retired or separated participants entitled to future benefits2013-07-01273
Total of all active and inactive participants2013-07-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-01858
Number of participants with account balances2013-07-01852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0140
2012: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-01819
Total number of active participants reported on line 7a of the Form 55002012-07-01514
Number of retired or separated participants receiving benefits2012-07-0121
Number of other retired or separated participants entitled to future benefits2012-07-01243
Total of all active and inactive participants2012-07-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01779
Number of participants with account balances2012-07-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0186
2011: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-01744
Total number of active participants reported on line 7a of the Form 55002011-07-01533
Number of retired or separated participants receiving benefits2011-07-016
Number of other retired or separated participants entitled to future benefits2011-07-01220
Total of all active and inactive participants2011-07-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01760
Number of participants with account balances2011-07-01748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0130
2010: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-01800
Total number of active participants reported on line 7a of the Form 55002010-07-01505
Number of retired or separated participants receiving benefits2010-07-014
Number of other retired or separated participants entitled to future benefits2010-07-01188
Total of all active and inactive participants2010-07-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01697
Number of participants with account balances2010-07-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-013
2009: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-01760
Total number of active participants reported on line 7a of the Form 55002009-07-01520
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-01251
Total of all active and inactive participants2009-07-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01775
Number of participants with account balances2009-07-01769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0133

Financial Data on CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2023 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k financial data
Total plan liabilities at beginning of year2023-04-26$17,913
Total income from all sources2023-04-26$0
Expenses. Total of all expenses incurred2023-04-26$0
Total plan assets at end of year2023-04-26$0
Total plan assets at beginning of year2023-04-26$17,913
Value of fidelity bond covering the plan2023-04-26$500,000
Net income (gross income less expenses)2023-04-26$0
Net plan assets at end of year (total assets less liabilities)2023-04-26$0
Net plan assets at beginning of year (total assets less liabilities)2023-04-26$0
2022 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$17,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$14,158
Total income from all sources (including contributions)2022-06-30$0
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$3,422,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,399,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$17,913
Value of total assets at beginning of year2022-06-30$3,436,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$22,706
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$2,865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$1,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$5,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$5,631
Administrative expenses (other) incurred2022-06-30$22,706
Total non interest bearing cash at end of year2022-06-30$15,048
Total non interest bearing cash at beginning of year2022-06-30$13,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,422,570
Value of net assets at end of year (total assets less liabilities)2022-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,422,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Assets. Invements in employer securities at end of year2022-06-30$0
Assets. Invements in employer securities at beginning of year2022-06-30$3,422,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,399,864
Liabilities. Value of benefit claims payable at end of year2022-06-30$12,284
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$8,527
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FORVIS, LLP
Accountancy firm EIN2022-06-30440160260
2021 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$870,751
Total unrealized appreciation/depreciation of assets2021-06-30$870,751
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$14,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$11,359
Total income from all sources (including contributions)2021-06-30$871,838
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$179,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$178,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$0
Value of total assets at end of year2021-06-30$3,436,728
Value of total assets at beginning of year2021-06-30$2,741,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,089
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$169,795
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$1,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$5,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$5,690
Other income not declared elsewhere2021-06-30$1,087
Administrative expenses (other) incurred2021-06-30$1,089
Total non interest bearing cash at end of year2021-06-30$13,070
Total non interest bearing cash at beginning of year2021-06-30$11,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$692,584
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,422,570
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,729,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$3,422,571
Assets. Invements in employer securities at beginning of year2021-06-30$2,729,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$178,165
Liabilities. Value of benefit claims payable at end of year2021-06-30$8,527
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$5,669
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2021-06-30560747981
2020 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-172,502
Total unrealized appreciation/depreciation of assets2020-06-30$-172,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$11,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$15,728
Total income from all sources (including contributions)2020-06-30$-172,502
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$168,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$168,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$2,741,345
Value of total assets at beginning of year2020-06-30$3,086,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$12,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$5,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$14,058
Total non interest bearing cash at end of year2020-06-30$11,359
Total non interest bearing cash at beginning of year2020-06-30$3,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-340,824
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,729,986
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,070,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$2,729,986
Assets. Invements in employer securities at beginning of year2020-06-30$3,070,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$168,322
Liabilities. Value of benefit claims payable at end of year2020-06-30$5,669
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$1,670
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-06-30560747981
2019 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$608,083
Total unrealized appreciation/depreciation of assets2019-06-30$608,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$15,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$14,276
Total income from all sources (including contributions)2019-06-30$608,086
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$304,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$304,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$3,086,538
Value of total assets at beginning of year2019-06-30$2,781,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$3
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$304,423
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$12,051
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$10,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$14,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$14,058
Other income not declared elsewhere2019-06-30$3
Administrative expenses (other) incurred2019-06-30$3
Total non interest bearing cash at end of year2019-06-30$3,676
Total non interest bearing cash at beginning of year2019-06-30$3,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$303,660
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,070,810
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,767,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Assets. Invements in employer securities at end of year2019-06-30$3,070,811
Assets. Invements in employer securities at beginning of year2019-06-30$2,767,151
Contributions received in cash from employer2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$304,423
Liabilities. Value of benefit claims payable at end of year2019-06-30$1,670
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$218
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-06-30560747981
2018 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-341,626
Total unrealized appreciation/depreciation of assets2018-06-30$-341,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$14,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$16,299
Total income from all sources (including contributions)2018-06-30$-298,742
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$293,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$251,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$13,000
Value of total assets at end of year2018-06-30$2,781,426
Value of total assets at beginning of year2018-06-30$3,376,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$42,884
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$27,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$3,075
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$251,021
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$10,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$7,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$14,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$16,081
Other income not declared elsewhere2018-06-30$2,197
Administrative expenses (other) incurred2018-06-30$24
Total non interest bearing cash at end of year2018-06-30$3,499
Total non interest bearing cash at beginning of year2018-06-30$9,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-592,647
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,767,150
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,359,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at end of year2018-06-30$2,767,151
Assets. Invements in employer securities at beginning of year2018-06-30$3,359,796
Contributions received in cash from employer2018-06-30$13,000
Income. Dividends from common stock2018-06-30$27,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$251,021
Contract administrator fees2018-06-30$39,785
Liabilities. Value of benefit claims payable at end of year2018-06-30$218
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$218
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-06-30560747981
2017 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-147,684
Total unrealized appreciation/depreciation of assets2017-06-30$-147,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$16,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$103,698
Total income from all sources (including contributions)2017-06-30$-86,823
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$314,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$237,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$15,000
Value of total assets at end of year2017-06-30$3,376,096
Value of total assets at beginning of year2017-06-30$3,864,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$76,541
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$38,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$16,255
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$7,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$10,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$16,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$12,730
Other income not declared elsewhere2017-06-30$7,073
Administrative expenses (other) incurred2017-06-30$18
Total non interest bearing cash at end of year2017-06-30$9,069
Total non interest bearing cash at beginning of year2017-06-30$109,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-400,876
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,359,797
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,760,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$3,359,796
Assets. Invements in employer securities at beginning of year2017-06-30$3,744,057
Contributions received in cash from employer2017-06-30$15,000
Income. Dividends from common stock2017-06-30$38,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$237,512
Contract administrator fees2017-06-30$60,268
Liabilities. Value of benefit claims payable at end of year2017-06-30$218
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$90,968
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-06-30560747981
2016 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-118,263
Total unrealized appreciation/depreciation of assets2016-06-30$-118,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$103,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$106,781
Total income from all sources (including contributions)2016-06-30$-76,189
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$336,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$266,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$3,864,371
Value of total assets at beginning of year2016-06-30$4,280,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$70,478
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$42,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$24,847
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$263,601
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$10,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$106,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$12,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Administrative expenses (other) incurred2016-06-30$1,877
Total non interest bearing cash at end of year2016-06-30$109,679
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-412,910
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,760,673
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,173,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$47,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$47,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$3,744,057
Assets. Invements in employer securities at beginning of year2016-06-30$4,125,922
Income. Dividends from common stock2016-06-30$42,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$266,243
Contract administrator fees2016-06-30$43,754
Liabilities. Value of benefit claims payable at end of year2016-06-30$90,968
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$106,781
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-06-30560747981
2015 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$42,101
Total unrealized appreciation/depreciation of assets2015-06-30$42,101
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$106,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$20,840
Total income from all sources (including contributions)2015-06-30$86,941
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$334,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$276,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$4,280,364
Value of total assets at beginning of year2015-06-30$4,441,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$58,262
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$44,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$9,063
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$106,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$12,415
Administrative expenses (other) incurred2015-06-30$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-247,353
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,173,583
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,420,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$47,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$81,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$81,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$4,125,922
Assets. Invements in employer securities at beginning of year2015-06-30$4,348,168
Income. Dividends from common stock2015-06-30$44,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$276,032
Contract administrator fees2015-06-30$49,181
Liabilities. Value of benefit claims payable at end of year2015-06-30$106,781
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$20,840
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-06-30560747981
2014 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$537,918
Total unrealized appreciation/depreciation of assets2014-06-30$537,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$20,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$24,903
Total income from all sources (including contributions)2014-06-30$584,347
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$199,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$158,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$4,441,776
Value of total assets at beginning of year2014-06-30$4,060,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$40,814
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$46,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$6,250
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$12,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$43,091
Administrative expenses (other) incurred2014-06-30$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$385,179
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,420,936
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,035,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$81,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$50,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$50,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$4,348,168
Assets. Invements in employer securities at beginning of year2014-06-30$3,967,176
Income. Dividends from common stock2014-06-30$46,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$158,354
Contract administrator fees2014-06-30$34,546
Liabilities. Value of benefit claims payable at end of year2014-06-30$20,840
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$24,903
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-06-30560747981
2013 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$326,708
Total unrealized appreciation/depreciation of assets2013-06-30$326,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$24,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$2,217
Total income from all sources (including contributions)2013-06-30$375,948
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$169,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$133,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$4,060,660
Value of total assets at beginning of year2013-06-30$3,831,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$35,883
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$49,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$7,797
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$43,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$7,189
Administrative expenses (other) incurred2013-06-30$3,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$206,578
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,035,757
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,829,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$50,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$51,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$51,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$3,967,176
Assets. Invements in employer securities at beginning of year2013-06-30$3,772,279
Income. Dividends from common stock2013-06-30$49,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$133,487
Contract administrator fees2013-06-30$24,483
Liabilities. Value of benefit claims payable at end of year2013-06-30$24,903
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$2,217
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$131,812
Aggregate carrying amount (costs) on sale of assets2013-06-30$131,812
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-06-30560747981
2012 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$628,713
Total unrealized appreciation/depreciation of assets2012-06-30$628,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$9,377
Total income from all sources (including contributions)2012-06-30$717,613
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$98,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$41,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$0
Value of total assets at end of year2012-06-30$3,831,396
Value of total assets at beginning of year2012-06-30$3,219,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$57,683
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$88,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$8,500
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$7,189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$3,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$5,000
Administrative expenses (other) incurred2012-06-30$1,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$618,905
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,829,179
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,210,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$51,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$72,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$72,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$3,772,279
Assets. Invements in employer securities at beginning of year2012-06-30$3,143,566
Income. Dividends from common stock2012-06-30$88,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$41,025
Contract administrator fees2012-06-30$47,235
Liabilities. Value of benefit claims payable at end of year2012-06-30$2,217
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$4,377
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-06-30560747981
2011 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$483,626
Total unrealized appreciation/depreciation of assets2011-06-30$483,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$9,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$551,943
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$100,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$97,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$13,989
Value of total assets at end of year2011-06-30$3,219,651
Value of total assets at beginning of year2011-06-30$2,759,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,729
Total interest from all sources2011-06-30$8
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$54,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$3,729
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$3,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$451,104
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,210,274
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,759,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$72,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$13,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$13,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$3,143,566
Assets. Invements in employer securities at beginning of year2011-06-30$2,745,951
Contributions received in cash from employer2011-06-30$13,989
Income. Dividends from common stock2011-06-30$54,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$97,110
Liabilities. Value of benefit claims payable at end of year2011-06-30$4,377
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-06-30560747981
2010 : CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

2022: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingYes
2022-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CURTIS C. GUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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