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Plan Name | AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | AMERICAN EXCELSIOR COMPANY |
Employer identification number (EIN): | 751492124 |
NAIC Classification: | 321900 |
Additional information about AMERICAN EXCELSIOR COMPANY
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1975-11-03 |
Company Identification Number: | 0036995900 |
Legal Registered Office Address: |
850 AVENUE H E ARLINGTON United States of America (USA) 76011 |
More information about AMERICAN EXCELSIOR COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | TODD EBLEN | TODD EBLEN | 2015-09-15 | |
001 | 2013-01-01 | TODD EBLEN | TODD EBLEN | 2014-10-14 | |
001 | 2012-01-01 | TODD EBLEN | TODD EBLEN | 2013-10-11 | |
001 | 2011-01-01 | TODD EBLEN | TODD EBLEN | 2012-10-09 | |
001 | 2010-01-01 | TODD EBLEN | TODD EBLEN | 2011-10-11 | |
001 | 2009-01-01 | MARCI WEBB | TODD EBLEN | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2014: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 274 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 246 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 19 |
Total of all active and inactive participants | 2013-01-01 | 268 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 272 |
Number of participants with account balances | 2013-01-01 | 169 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 269 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 249 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 20 |
Total of all active and inactive participants | 2012-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 270 |
Number of participants with account balances | 2012-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 273 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 240 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 25 |
Total of all active and inactive participants | 2011-01-01 | 267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 269 |
Number of participants with account balances | 2011-01-01 | 184 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2010: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 253 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 249 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 22 |
Total of all active and inactive participants | 2010-01-01 | 271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 272 |
Number of participants with account balances | 2010-01-01 | 187 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 275 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 212 |
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 | 38 |
Total of all active and inactive participants | 2009-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 253 |
Number of participants with account balances | 2009-01-01 | 207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 7 |
Measure | Date | Value |
---|---|---|
2014 : AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-11-13 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-11-13 | $1,745,337 |
Total unrealized appreciation/depreciation of assets | 2014-11-13 | $1,745,337 |
Total transfer of assets to this plan | 2014-11-13 | $0 |
Total transfer of assets from this plan | 2014-11-13 | $10,947,697 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-13 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-13 | $0 |
Expenses. Interest paid | 2014-11-13 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-11-13 | $0 |
Total income from all sources (including contributions) | 2014-11-13 | $-914,824 |
Total loss/gain on sale of assets | 2014-11-13 | $0 |
Total of all expenses incurred | 2014-11-13 | $24,237 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-11-13 | $19,474 |
Expenses. Certain deemed distributions of participant loans | 2014-11-13 | $0 |
Value of total corrective distributions | 2014-11-13 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-11-13 | $55,875 |
Value of total assets at end of year | 2014-11-13 | $0 |
Value of total assets at beginning of year | 2014-11-13 | $11,886,758 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-11-13 | $4,763 |
Total income from rents | 2014-11-13 | $0 |
Total interest from all sources | 2014-11-13 | $6,403 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-11-13 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-11-13 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-11-13 | $0 |
Administrative expenses professional fees incurred | 2014-11-13 | $0 |
Was this plan covered by a fidelity bond | 2014-11-13 | Yes |
Value of fidelity bond cover | 2014-11-13 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-11-13 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-11-13 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-11-13 | No |
Amount of non-exempt transactions with any party-in-interest | 2014-11-13 | $0 |
Contributions received from participants | 2014-11-13 | $0 |
Participant contributions at end of year | 2014-11-13 | $0 |
Participant contributions at beginning of year | 2014-11-13 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-11-13 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-11-13 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-11-13 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-11-13 | $26 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-11-13 | $0 |
Other income not declared elsewhere | 2014-11-13 | $-2,722,439 |
Administrative expenses (other) incurred | 2014-11-13 | $4,763 |
Liabilities. Value of operating payables at beginning of year | 2014-11-13 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-13 | No |
Income. Non cash contributions | 2014-11-13 | $0 |
Value of net income/loss | 2014-11-13 | $-939,061 |
Value of net assets at end of year (total assets less liabilities) | 2014-11-13 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-11-13 | $11,886,758 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-11-13 | Yes |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-11-13 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2014-11-13 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2014-11-13 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2014-11-13 | $0 |
Investment advisory and management fees | 2014-11-13 | $0 |
Interest on participant loans | 2014-11-13 | $0 |
Income. Interest from loans (other than to participants) | 2014-11-13 | $0 |
Interest earned on other investments | 2014-11-13 | $0 |
Income. Interest from US Government securities | 2014-11-13 | $0 |
Income. Interest from corporate debt instruments | 2014-11-13 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-11-13 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-11-13 | $4,886 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-11-13 | $4,886 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-11-13 | $6,403 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-11-13 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-11-13 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-11-13 | $0 |
Net investment gain or loss from common/collective trusts | 2014-11-13 | $0 |
Net gain/loss from 103.12 investment entities | 2014-11-13 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-11-13 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-11-13 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-11-13 | No |
Assets. Invements in employer securities at end of year | 2014-11-13 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-11-13 | $11,764,088 |
Contributions received in cash from employer | 2014-11-13 | $55,875 |
Employer contributions (assets) at end of year | 2014-11-13 | $0 |
Employer contributions (assets) at beginning of year | 2014-11-13 | $117,758 |
Income. Dividends from preferred stock | 2014-11-13 | $0 |
Income. Dividends from common stock | 2014-11-13 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-11-13 | $19,474 |
Contract administrator fees | 2014-11-13 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-11-13 | $0 |
Did the plan have assets held for investment | 2014-11-13 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-13 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-11-13 | Yes |
Aggregate proceeds on sale of assets | 2014-11-13 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-11-13 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-11-13 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-11-13 | No |
Opinion of an independent qualified public accountant for this plan | 2014-11-13 | Unqualified |
Accountancy firm name | 2014-11-13 | BDO USA, LLP |
Accountancy firm EIN | 2014-11-13 | 135381590 |
2013 : AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $661,840 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $661,840 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $732,642 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,877,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,819,498 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $117,758 |
Value of total assets at end of year | 2013-12-31 | $11,886,758 |
Value of total assets at beginning of year | 2013-12-31 | $13,031,947 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $58,333 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $180 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $5,693 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $5,693 |
Administrative expenses professional fees incurred | 2013-12-31 | $25,475 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $1,810,862 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2013-12-31 | $0 |
Contributions received from participants | 2013-12-31 | $0 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $26 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $891 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $-58,518 |
Administrative expenses (other) incurred | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $117,758 |
Value of net income/loss | 2013-12-31 | $-1,145,189 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,886,758 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,031,947 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $281,072 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,886 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $24,602 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $24,602 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $180 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,689 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $11,764,088 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $12,632,784 |
Contributions received in cash from employer | 2013-12-31 | $0 |
Employer contributions (assets) at end of year | 2013-12-31 | $117,758 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $92,598 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,819,498 |
Contract administrator fees | 2013-12-31 | $32,858 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $4,861,316 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $4,861,316 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Expenses. Interest paid | 2012-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,971,171 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $649,257 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $649,257 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $92,598 |
Value of total assets at end of year | 2012-12-31 | $13,031,947 |
Value of total assets at beginning of year | 2012-12-31 | $8,710,033 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total income from rents | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $95 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $5,200 |
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 | $5,200 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
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 | $633,341 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $0 |
Contributions received from participants | 2012-12-31 | $0 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $891 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $663 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $832 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $92,598 |
Value of net income/loss | 2012-12-31 | $4,321,914 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $13,031,947 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,710,033 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-12-31 | $0 |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $281,072 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $264,261 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $24,602 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,113 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,113 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $95 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $11,130 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $12,632,784 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $8,358,113 |
Contributions received in cash from employer | 2012-12-31 | $0 |
Employer contributions (assets) at end of year | 2012-12-31 | $92,598 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $84,883 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $649,257 |
Contract administrator fees | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | HARTMAN LEITO & BOLT, LLP |
Accountancy firm EIN | 2012-12-31 | 752407989 |
2011 : AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $1,109,894 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $1,109,894 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Expenses. Interest paid | 2011-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,199,943 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $349,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $349,388 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $84,883 |
Value of total assets at end of year | 2011-12-31 | $8,710,033 |
Value of total assets at beginning of year | 2011-12-31 | $7,859,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total income from rents | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $5,166 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
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 | $0 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
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 | $343,427 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $0 |
Contributions received from participants | 2011-12-31 | $0 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $663 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $531 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Income. Non cash contributions | 2011-12-31 | $46,697 |
Value of net income/loss | 2011-12-31 | $850,555 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,710,033 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,859,478 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-12-31 | $0 |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $264,261 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $234,018 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
Interest earned on other investments | 2011-12-31 | $0 |
Income. Interest from US Government securities | 2011-12-31 | $0 |
Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,113 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $9,613 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $9,613 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $5,166 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $8,358,113 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $7,567,977 |
Contributions received in cash from employer | 2011-12-31 | $38,186 |
Employer contributions (assets) at end of year | 2011-12-31 | $84,883 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $47,339 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $349,388 |
Contract administrator fees | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | HARTMAN LEITO & BOLT, LLP |
Accountancy firm EIN | 2011-12-31 | 752407989 |
2010 : AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $2,667,983 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $2,667,983 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Expenses. Interest paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,727,606 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $643,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $643,917 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $47,338 |
Value of total assets at end of year | 2010-12-31 | $7,859,478 |
Value of total assets at beginning of year | 2010-12-31 | $5,775,789 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $2,961 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
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 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
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 | $628,103 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2010-12-31 | $0 |
Contributions received from participants | 2010-12-31 | $0 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $531 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $128 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $9,324 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $23,669 |
Value of net income/loss | 2010-12-31 | $2,083,689 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,859,478 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,775,789 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2010-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $234,018 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $9,613 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $247,123 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $247,123 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,961 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $7,567,977 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $5,422,591 |
Contributions received in cash from employer | 2010-12-31 | $23,669 |
Employer contributions (assets) at end of year | 2010-12-31 | $47,339 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $105,947 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $643,917 |
Contract administrator fees | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | HARTMAN LEITO AND BOLT, LLP |
Accountancy firm EIN | 2010-12-31 | 752407989 |
2009 : AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP 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 | $594,636 |
2014: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
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: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
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: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
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: AMERICAN EXCELSIOR COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
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 |