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Plan Name | FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS PLAN |
Plan identification number | 334 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | FOXWORTH-GALBRAITH LUMBER COMPANY & ASSOCIATED COMPANIES |
Employer identification number (EIN): | 750278040 |
NAIC Classification: | 115310 |
NAIC Description: | Support Activities for Forestry |
Additional information about FOXWORTH-GALBRAITH LUMBER COMPANY & ASSOCIATED COMPANIES
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1927-02-21 |
Company Identification Number: | 0000548106 |
Legal Registered Office Address: |
2150 E LAKE COOK RD STE 1010 BUFFALO GROVE United States of America (USA) 60089 |
More information about FOXWORTH-GALBRAITH LUMBER COMPANY & ASSOCIATED COMPANIES
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
334 | 2012-01-01 | RICHLEIGH PERKINS | |||
334 | 2011-01-01 | RICHLEIGH PERKINS | |||
334 | 2010-01-01 | JENNIFER THEDFORD | JENNIFER THEDFORD | 2011-10-07 | |
334 | 2009-01-01 | JENNIFER THEDFORD | JENNIFER THEDFORD | 2010-09-30 |
Measure | Date | Value |
---|---|---|
2012: FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 807 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 549 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 188 |
Total of all active and inactive participants | 2012-01-01 | 737 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 6 |
Total participants | 2012-01-01 | 743 |
Number of participants with account balances | 2012-01-01 | 418 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 749 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 603 |
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 | 199 |
Total of all active and inactive participants | 2011-01-01 | 802 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 807 |
Number of participants with account balances | 2011-01-01 | 472 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,029 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 524 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 218 |
Total of all active and inactive participants | 2010-01-01 | 744 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 5 |
Total participants | 2010-01-01 | 749 |
Number of participants with account balances | 2010-01-01 | 279 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,487 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 736 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 291 |
Total of all active and inactive participants | 2009-01-01 | 1,029 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1,029 |
Number of participants with account balances | 2009-01-01 | 681 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 30 |
Measure | Date | Value |
---|---|---|
2012 : FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $11,990 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $29,210 |
Total income from all sources (including contributions) | 2012-12-31 | $2,707,677 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,212,494 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,163,035 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $596,176 |
Value of total assets at end of year | 2012-12-31 | $19,237,677 |
Value of total assets at beginning of year | 2012-12-31 | $18,759,714 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $49,459 |
Total interest from all sources | 2012-12-31 | $34,521 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $315,902 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $315,902 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $474,406 |
Participant contributions at end of year | 2012-12-31 | $770,981 |
Participant contributions at beginning of year | 2012-12-31 | $790,871 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $121,770 |
Administrative expenses (other) incurred | 2012-12-31 | $49,459 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $1,668 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $659 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $495,183 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $19,225,687 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $18,730,504 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $18,466,696 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,968,843 |
Interest on participant loans | 2012-12-31 | $34,521 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,761,078 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,163,035 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $10,322 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $28,551 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | JOHNSON & SHELDON, P.C. |
Accountancy firm EIN | 2012-12-31 | 752569269 |
2011 : FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $29,210 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $14,567 |
Total income from all sources (including contributions) | 2011-12-31 | $482,980 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,778,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,716,530 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $548,570 |
Value of total assets at end of year | 2011-12-31 | $18,759,714 |
Value of total assets at beginning of year | 2011-12-31 | $21,041,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $62,414 |
Total interest from all sources | 2011-12-31 | $36,013 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $283,377 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $283,377 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $530,901 |
Participant contributions at end of year | 2011-12-31 | $790,871 |
Participant contributions at beginning of year | 2011-12-31 | $680,270 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $17,669 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $258 |
Administrative expenses (other) incurred | 2011-12-31 | $62,414 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $659 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $1,134 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-2,295,964 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $18,730,504 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $21,026,468 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,968,843 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $20,360,507 |
Interest on participant loans | 2011-12-31 | $36,013 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-384,980 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,716,530 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $28,551 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $13,433 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | JOHNSON & SHELDON, PC |
Accountancy firm EIN | 2011-12-31 | 752569269 |
2010 : FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $14,567 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,268 |
Total income from all sources (including contributions) | 2010-12-31 | $2,660,830 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $6,384,292 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,362,973 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $7,915 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $607,394 |
Value of total assets at end of year | 2010-12-31 | $21,041,035 |
Value of total assets at beginning of year | 2010-12-31 | $24,751,198 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,404 |
Total interest from all sources | 2010-12-31 | $49,550 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $298,324 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $298,324 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $570,287 |
Participant contributions at end of year | 2010-12-31 | $680,270 |
Participant contributions at beginning of year | 2010-12-31 | $1,137,798 |
Participant contributions at beginning of year | 2010-12-31 | $29,416 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $37,107 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $258 |
Administrative expenses (other) incurred | 2010-12-31 | $13,404 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $1,134 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $1,268 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-3,723,462 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $21,026,468 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $24,749,930 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $20,360,507 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $23,583,984 |
Interest on participant loans | 2010-12-31 | $49,550 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,705,562 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,362,973 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $13,433 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | JOHNSON & SHELDON, PC |
Accountancy firm EIN | 2010-12-31 | 752569269 |
2009 : FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2012: FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS 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: FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS 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: FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
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: FOXWORTH GALBRAITH COMPANIES 401(K) SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Mulitple 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 |